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Established Member

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What is the easiest way to serarch for an invoice...or anything for that matter.  Upon entering an invoice it says it already exists.  There has to be a diffrent way than I was shown.

1 Comment
QuickBooks Team

Re: Search

Welcome you to the Community, @HBS.

The easiest way to find a transaction in QuickBooks Desktop is by using the Find feature. Let me show you how:

  1. Go to the Edit menu and select Find.
  2. Choose the Simple tab.
  3. Select Invoice in the Transaction Type drop-down.
  4. If you have the Customer: Job, Date, Invoice # and Amount, enter the information on its respective fields or type in only one of them. 
  5. Click Find

Find feature 1.PNGFind feature 2.PNG

 

You should find the result at the bottom. Select it and click Go To to open the invoice. 


That should get you pointed in the right direction.


Let me know how this goes and if you have additional questions. I’m more than happy to help. Take care!