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Buy nowThanks 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:
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!