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jmiln-live-com
Level 1

How can i search customer statements with only the statement number? some of my customer only refferance thier statement number when they make a payment

I used to be able to just search just the number in the search bar and find it.
1 Comment 1
IntuitSheila
Level 8

How can i search customer statements with only the statement number? some of my customer only refferance thier statement number when they make a payment

Hi jmiln-live-com,

 

Thanks for posting in the Community!

 

You can use the search function in looking for the customer statements or payments in QuickBooks Online. Here's how to:

 

  1. Click on the Magnifying Glass.
  2. Go to transactions search.
  3. Adjust the filters to find type of data. Example Payment.
  4. Filter other fields like Reference no to Last Modified date.
  5. Select other fields.
  6. Click on Add Filter.

I recommend also going directly in the Customer transaction list to view the transaction you needed. 

 

  1. Click on Sales tab.
  2. Click on Customers.
  3. Select the customer's name and under Transaction List select the transaction type you needed.
  4. Click on View/Edit option to see entire transaction.

Feel free to reply to this post if you need more help with your QBO transactions. Have a great rest of the day!