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Buy nowHi there, @DorkiCorki. I can imagine what you must be going through. But, let's work together to figure this out.
I appreciate you posting here and sharing some details about your concern. Allow me to provide additional information about the Search option in QuickBooks Online (QBO).
The issue about using the Search option on the Customers page has been tagged as closed and resolved. You just need to type the name of the customer or any keyword and press the Enter key on your keyboard. This will display a list of names that match what you entered.
Since you're still experiencing the same thing, I recommend reaching out to our Phone support team for further assistance. Once connected, you can request a screen-sharing session so they can check your setup. Here's how:
To ensure you'll get assisted immediately, feel free to check our support hours page.
Regarding your other concern, you'll see the horizontal bars (☰) option once you open one customer profile and it is located on the top left side of the screen. Refer to the steps below:
You can also modify your sales forms to include only the needed details. For detailed steps, check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I'm always here ready to lend a hand if you have other concerns about managing your customer lists. Have a great week ahead, and stay safe.