KhimG
QuickBooks Team

Other questions

Hello, @earamirez2640.


I’m here to provide some insight on how you can find a transaction using a code in QuickBooks Desktop.


If the Code box is added as a custom field under the customer’s profile, you can search for it using the Find feature. Let me show you how:

  1. Go to Edit and select Find.
  2. Choose Advanced.
  3. Select Code on the Filter option.
  4. Enter the code of the transaction.
  5. Hit Find.

 

 

 

Follow the steps below to add Code as a custom field so you can use it to look for an estimate or invoice.

  1. Go to Customers menu and select Customer Center.
  2. Choose a customer from the list.
  3. Select Additional Info.
  4. Click Define Fields.
  5. Type in Code on the Label column and place a check mark on the Cust, Vend, Empl columns respectively.
  6. Hit OK to save the changes, then OK again on the Edit Customer window.

 

 

 

 

I’m adding a screenshot of what the custom code field looks like in an estimate:

 

 

Here's an article that tackles more about this: Use QuickBooks Desktop custom fields.

 

That should answer your concern for today. 


Post again in the Community if you have any questions. I’m more than happy to help. Cheering you to continued success!