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EmilyDiaz
Level 1

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I ran the report you suggested but I am still not allowed to do a quick search through that report.  We are a cemetery with thousands of customer files. Let me give an example of what I am trying to do. 

 

John & Jane Doe purchase 4 cemetery plots for themselves and any family that may need a space. John's sister passes away and he wished to have her buried in one of his plots.  All the paperwork goes until John Doe's account because he is the owner.  In his notes, we will type that John Doe's sister, Beverly Brown, is buried in space 1A.  

 

Later, someone comes in and wants to place flowers on Beverly Brown's grave but does not know where it is located.  We could go into our Quickbooks Desktop customer center and search Beverly Brown.  When we search that name, John Doe's account pops up because Beverly Brown is listed in his notes.  We then can open John's account, view his notes, and find where Beverly is buried.

 

On my new Quickbooks online account, if you type in Beverly Brown, it says no customers found because she is not listed as a customer.  John Doe is the customer and she is just buried on his property. I need to be able to search my customer center for text that may be found in notes.

 

Does that make sense?

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