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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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CarlSJ
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Let me provide steps so you can search for lists seamlessly in QuickBooks Desktop (QBDT), @mattteguis.

 

Before anything else, may I ask if you've already re-sorted the list? This way, we can check if this is a performance issue. Too many background operations in your account can cause system bugs, resulting in unusual behavior when navigating through Lists.

 

If you haven't performed yet, let's create a backup copy of your company file first. Then, we can re-sort the lists in your QBDT file to fix issues with your lists.

 

I've also attached screenshots for reference:

 

CustomerTypeList.png

 

ItemList.png

 

COAList.png

 

If you're still experiencing difficulties searching the list, let's verify and rebuild your QuickBooks Desktop (QBDT) data to check for any issues in your company file and resolve them.

 

To begin the process, let's verify your company data:

 

  1. Go to the Window tab and select Close All.
  2. Click on the File tab and choose Utilities.
  3. Select Verify Data. If there's a prompt:
  • QuickBooks detected no problems with your data - this means that your data is clean, and you don't need any other steps to take
  • Your data has lost integrity - this means that there was damaged data in the file, and you need to rebuild your data to restore
  • If there's another error message, you can search for it and find a resolution on our QBDT Help Articles and Discussion

 

Note: If you're using Assisted Payroll, you can contact Assisted Payroll Support before rebuilding your data.

 

To proceed with the process, let's rebuild your company file data:

 

  1. Go to the File tab, select Utilities, and click Rebuild Data.
  2. QuickBooks will ask you to make a backup before it rebuilds your company file. Select OK.
  3. Select where you want to save your backup, then click OK. You can enter a new name for the new file and select Save.
  4. Click on OK once you get the message Rebuild has completed.

 

If the issue persists, I'd suggest contacting our QBDT Support Team for further assistance. Our support representatives can pull up your account with their tools and identify what causes the problem.

 

Furthermore, you can utilize this article to learn how to personalize any report you generate in the future: Customize reports in QBDT.

 

If you need additional assistance with searching lists, I'll be around to help. Have a good one.

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