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

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Anonymous
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Thanks for joining the conversation, @james39,

 

I can add some updates about the advanced search feature in QuickBooks Online.

 

Our engineers recently released an update which includes searching notes, names, transactions and reports. This update is rolled out periodically by batch across to all QuickBooks Online users. If your account is not yet updated, you can pull up a Customer Contact List report to view your customer's notes.

 

Here's how to do that:

 

  1. Go to the Reports menu.
  2. Choose Customer Contact List.
  3. Click the Customize button at the top.
  4. Tap the Gear icon on the report then mark Note.

 

 

I've included an article to guide you with the report customizations in QBO: How to customize reports?

 

That should do it. Please update me if you have other questions about QuickBooks. I'm here to help. Have a good one!

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