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TylerN
Level 1

Can no longer search transactions by notes. I have spent the whole year putting notes on my transactions so I can sort through them at tax time just like I did last year.

 
6 Comments 6
JamesDuanT
Moderator

Can no longer search transactions by notes. I have spent the whole year putting notes on my transactions so I can sort through them at tax time just like I did last year.

We can still search your transactions by notes, TylerN.

 

When using the Search field in the Transactions page, you will have two options to see the result. You can do either of the following after typing the notes:

  • Click anywhere within the Transactions page to refresh and see the search result.
  • Click Enter on your keyboard to refresh the page for the search result.

If the page doesn't give you any result, we can also do browser troubleshooting steps. Cache helps your browser or device's background processes run smoothly. However, it can also cause unexpected results when piled up. Here's how to get rid of any cache-related concerns:

  1. Open a private browser and log in to your account. It uses but doesn't store cache.
  2. If you can search without any issues,  we can go back to your regular browser and clear the cache.
  3. Other supported browsers are good alternatives, too. Each of them uses a different cache.

We'll be right here if you need additional assistance in finding your transactions by notes. Have a great day!

TylerN
Level 1

Can no longer search transactions by notes. I have spent the whole year putting notes on my transactions so I can sort through them at tax time just like I did last year.

I can’t find any search option (magnifying glass) on the home page or dashboard of the web version or mobile app. I usually search transactions on the Transactions page where there is a search bar, and since the app is limited in features I use the web version. What version are you talking about? The link you posted points to regular quickbooks not quickbooks self-employed. 

TylerN
Level 1

Can no longer search transactions by notes. I have spent the whole year putting notes on my transactions so I can sort through them at tax time just like I did last year.

Nevermind. I was hitting enter when I was done typing my search. Just had to click outside of the text field and then it worked. I guess it auto-populates as you type and also creates a drop down menu below the field so I was entering a non-related category with no results. Maybe they should rethink the design on that. For a company called intuit it's not very intuitive.

 

Thank you for your help - please delete this thread.

gs-a86
Level 1

Can no longer search transactions by notes. I have spent the whole year putting notes on my transactions so I can sort through them at tax time just like I did last year.

Has this changed with the recent re-design? You instructions don't work for me. Thanks.

gs-a86
Level 1

Can no longer search transactions by notes. I have spent the whole year putting notes on my transactions so I can sort through them at tax time just like I did last year.

Does this still work with the recent redesign of the Mint site. I tried following your instructions and couldn't get it to work. Thanks

ZackE
Moderator

Can no longer search transactions by notes. I have spent the whole year putting notes on my transactions so I can sort through them at tax time just like I did last year.

Thanks for joining this thread, gs-a86.

 

The steps for searching transactions are identical to the information in JamesDuanT's post. I confirmed this by accessing our test drive account, then my Transactions screen, and from there I was able to enter a query into the Search transactions field. Once I did, it automatically began displaying my results that related to what I'd searched.

 

Here's an image showing my experience:

 

If my colleague's recommended browser troubleshooting steps didn't solve the issue, I'd recommend trying another device and/or internet connection. If it continues happening on other devices and/or internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

 

They can be reached while you're signed in.

 

Here's how: 

  1. Use your (?) Help option.
  2. Click Contact Us.
  3. Enter what you're reaching out about in the What can we help you with? field and hit Continue.
  4. Select Chat with us or Have us call you.

 

Be sure to review their support hours so you'll know when agents are available.

 

I'll be here to help if there's any additional questions. Have a lovely day!

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