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

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Replying to:
Charies_M
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Hello there, EmilyDiaz.

 

While the search feature doesn't have the option to look for names or dates across all customer notes, you can use the Customer Contact List report. This is to easily get the information you need.

 

Here are the steps on how to do that:

 

  1. Go to Reports.
  2. In the Find report by name field, type Customer Contact List.
  3. Click the Gear icon beside the Export icon.
  4. Hit the Show More link, then mark the NoteCreate Date, First Name, and Last Name boxes.
  5. Click Run report to sync the changes.

 

For additional reference, you can visit these articles to know more about the basic reports in QBO and how to customize it:

 

Be sure to get back to me if you have additional questions. I'd be more than happy to assist you further. Wishing you well.

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