Manage Customers and income
Hi! Nancy. Thank you for sharing your feedback and concerns about the search functionality in QuickBooks Online. I appreciate you taking the time to highlight this issue.
When searching for a name in a journal entry in QBO, typing the first letter of the name will prioritize the customer first, and then next is the vendor up to the employee. But take note that it still uses alphabetical order. So, for example, you have these two names in your customer's list that is A. Mario and Mario, so if you type in just the letter "M," it automatically puts the name A. Mario at the top list since it follows alphabetically order. But it only shows A. Mario at the top list because the name is under customer's list.
So if it happens that the name Mario is under the customer's list and A. Mario is on the vendor's list, Then if you search the letter "M" again, the name Mario will show in the first list since it prioritizes the customers first.
Looking forward, your feedback highlights an important aspect of user experience, that having the ability to search by the first letter of a name can save valuable time and reduce hassle.
For now, let's submit this idea to our product engineers. They will review your suggestion and consider it for future updates.
Here's how:
- Go to the Gear icon, then choose Feedback.
- Type in your ideas or suggestions.
- Hit Next to submit.
To review the accuracy of your transactions in QBO, visit this article: Reconcile an account in QuickBooks Online.
If you need more detailed assistance managing journal entries, please let us know. I'll always be here to assist you. Have a good one! Nancy.
