SALE EXTENDED 70% OFF QuickBooks for 3 months*   Ends 12/8

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

Reply to message

View discussion in a popup

Replying to:
FritzF
Moderator

Reply to message

Hello there, @Ellen Persa.

 

Thanks for joining this conversation. I'm here to share some information about the search function in QuickBooks Desktop (QBDT) Customer Center.

 

When using the Custom Filter to search for notes, QuickBooks will take the word you enter and give all the customers you assigned or added these notes to. Just to clarify, when you say entire list, do you mean you want to have all your customers and enter their old donation information by batch? If so, this option is currently unavailable in QBDT.

 

I can see how this feature would be helpful for you and your business. I'm going to submit feedback to our Product Developers Team for consideration in future updates. I also encourage you to send feedback as well. This helps us know how this option makes your QuickBooks experience smoother.

 

Here's how:

 

1. At the top menu bar, go to Help, then pick Send Feedback Online.
2. Enter your request/product suggestion, then select Next.
3. Click Skip and send a message, and choose Feedback as the Category.

 

That should answer your concern for today. Please let me know if you're referring to something else so I can get back to you right away. I'm always here to help. Have a good one.

Need to get in touch?

Contact us