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Jul 22, 2024 11:07 PM UTC
Question

SEARCH BY DESCRIPTON

Before QB changed their design about a year or so ago, I used to be able to do a search by description.  Now that feature is missing. Is it possible to search by description anymore?  I enter itemized invoices in that section and when I needed to search for details, I would use that category.  Now I can't.

 

Any help would be appreciated.

 

Karen

5 replies

Jul 23, 2024 12:00 AM UTC

You can still search your transactions by description, @karen39. I'd be glad to walk you through it.

 

Follow these steps:

 

  1. Log in to QuickBooks Online (QBO).
  2. Click the magnifying glass or Search icon at the right corner of the page.
  3. Select Go to transactions search.
  4. Choose More Filters.
  5. Enter the necessary details in the Description field.

 

 

If you're looking to categorize your entries more effectively, refer to the following articles for detailed guidance:

 

 

It's always our priority to make things easier for you. Feel free to add a reply to this thread if there's anything else I can help you with. Take care and have a great day!

karen39Author
Aug 9, 2024 5:41 PM UTC

Thank you.  When I first did a search, the description field had not been available.  I appreciate your help in letting me know it's now available.

Aug 9, 2024 6:10 PM UTC

It's nice to know that the information provided above helped you with your concern about searching your transactions by description, Karen. On behalf of my colleague, Jeanbiverly, I want to extend a warm welcome and express our gratitude for your involvement.
 

You're more than welcome to drop by if you have questions about searching your transactions in Community. Keep safe and have a good one!