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Level 1

How do I search by invoice number on QBO? I don't want to have to scroll all the numbers everytime.

 
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QuickBooks Team

How do I search by invoice number on QBO? I don't want to have to scroll all the numbers everytime.

Hi there,

 

It's good to have you post in the Community. I'll be happy to help with sharing info about searching using just the invoice number. 

 

Just for reference purposes, here are the steps to searching for transactions in QBO:

 

  1.     Select the Magnifying Glass on the Toolbar.
  2.     Enter the date, amount, or transaction number you’re looking for, then select the desired transaction.
  3.     If the transaction you're looking for does not appear on the results list, select Advanced Search.
  4.     Adjust the filters to find the type of data you want. For example, use the following filters to find all transactions from the past 30 days with a value of $100.
  •         Change Reference no. to Last Modified Date.
  •         Change Today to Past 30 Days.
  •         Select Search. This should give you a list of transactions that meet your filters.
  •         Narrow the list by changing Last Modified Date to Amount. Choose Equals from the second drop-down, then type 100.
  •         Select Add Filter. 

To make the search easier, you can search up the invoices associated with that customer searching using the customer's name: 

  

Search by Customer Name

  1.     From the left menu, select Sales, then Customers.
  2.     Select a customer to view the transactions.

If you're still having issues with searching. I recommend clearing cache and cookies on your browser. Doing this will help fix most issues the site may be having. Give this a try and let me know what happens. 

 

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Level 1

How do I search by invoice number on QBO? I don't want to have to scroll all the numbers everytime.

Thanks for responding but you didn't actually answer my question.  I know how to search transactions, I just want to be able to enter an invoice # from the sales page and have it pop up. Even if I could enter it in the filter box, but it doesn't seem to have that option.  It requires scrolling down my long list to find the invoice every time.  There should be an option to just enter the invoice #. 

Highlighted
QuickBooks Team

How do I search by invoice number on QBO? I don't want to have to scroll all the numbers everytime.

I see what you're saying. At this time, you can only search for transactions using the transaction number or date. I know how useful this feature is to you and I encourage you to send feedback to our engineers. To do this, click the gear icon and look for Feedback. New product ideas and improvements are largely based on the feedback we get from other users like you. 

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Level 1

How do I search by invoice number on QBO? I don't want to have to scroll all the numbers everytime.

Thanks, I will do that.

Highlighted
QuickBooks Team

How do I search by invoice number on QBO? I don't want to have to scroll all the numbers everytime.

No worries. Reach out if you need anything.