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blueview1901
Level 3

How to search for reference # in a DEPOSIT?

When I RECEIVE PAYMENTS and enter the check # in the REFERENCE BOXI can do a search for that Check# and readily find it. If I do a straight DEPOSIT and enter the check# in the REFERENCE # box it cannot be found. That makes no sense to me. How can I find REFERENCE #'s I enter in a DEPOSIT?
7 Comments 7
Candice C
QuickBooks Team

How to search for reference # in a DEPOSIT?

Good morning, @blueview1901

 

It's great to see you back in the Community! 

 

You can search for transaction by doing the following steps: 

 

  1. Go to the Search icon.
  2. Select the desired transaction from the results that automatically populate under the search bar.
  3. If the transaction you’re looking for doesn’t appear in the results, tap Go to transactions search.
  4. Adjust the filters to find the type of data you want. Choose More Filters and enter other details. This should give you a list of transactions that meet your filter criteria.
  5. Select the Gear icon to customize your results, then select the columns you want to display.
blueview1901
Level 3

How to search for reference # in a DEPOSIT?

Unfortunately, NONE of that works. It's unbeliveable to me. What good is putting a REFERENCE # in the REFERENCE BOX when you make a deposit if you cannot search for that REFERENCE #? RECEIVE A PAYMENT and put a $ in the REFERENCE BOX and you can search and find it IMMEDIATELY!

Candice C
QuickBooks Team

How to search for reference # in a DEPOSIT?

Hey again, @blueview1901

 

Thanks for replying back and letting us know that those steps didn't work for you. 

 

Let's try doing some troubleshooting instructions to help resolve the problem or narrow down the cause: 

 

 

Please come back and let us know if any of these actions helped or not. I'll be waiting for your response! 

blueview1901
Level 3

How to search for reference # in a DEPOSIT?

Did all of that and you can search for the reference number in a deposit for TODAY and it finds nothing. Conversely, do a search for a reference number for a PAYMENT RECEIVED today and it coms up IMMEDIATELY!

ZackE
Moderator

How to search for reference # in a DEPOSIT?

Thanks for reaching out to the Community, blueview1901. I appreciate you performing my colleague's recommended steps.

 

Since your Search feature still isn't working like it should after troubleshooting, I'd recommend getting in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.

 

They can be reached while you're signed in.

 

Here's how:
 

  1. Use the Help (?) icon.
  2. Click Contact Us.
  3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
  4. Select Start messaging or Get a call.

 

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 wonderful Wednesday!

blueview1901
Level 3

How to search for reference # in a DEPOSIT?

Thank you

Erika_K
QuickBooks Team

How to search for reference # in a DEPOSIT?

On behalf of my colleague, you're welcome, blueview. My team and I genuinely appreciate you taking the time to share this feedback with us.

If you need further assistance with QuickBooks or have additional questions, please don’t hesitate to reach out by leaving a comment below. My team and I are here to help and are eager to assist you with any challenges.
 

In the meantime, take care of yourself, and we wish you a fantastic day ahead! Thank you for being an integral part of our community.

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