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SPELLC
Level 2

Customer Search Bar

QB Desktop Pro Plus 2023: We track our clients with a job number and a name. When doing invoicing, I used to be able to type that job number in the search bar (we have several hundred clients), hit TAB then hit ENTER and the job would pull up. Now, I type it in, hit TAB then ENTER and it stays on the previous job I was working on and I have to go put it in again and click the search button with my mouse. Any ideas of why it doesn't work any more and/or how to fix it? I already checked in Preferences and "Pressing enter moves between fields" is turned on? I know it sounds like a tiny issue, but it has really been handy over the years and it's hard to break the habit of TAB/ENTER. Thanks for any help you can give! 

8 Comments 8
ChristineJoieR
QuickBooks Team

Customer Search Bar

I understand you need an easy and accessible job for your client, @SPELLC. Let me share to send feedback to our developer in QuickBooks Desktop.

 

Since the only option available is to add notes on the cycle count, submitting product suggestions will help the QuickBooks Desktop improve your experience. This way, they'll see your recommendation and consider adding it to the next program update. 

 

Follow the steps below:

 

  1. Navigate to the Help icon.
  2. Next, click Send Feedback Online.
  3. Press the Product Suggestion.
  4. Select Type of Feedback, then choose any Product Area in the dropdown.
  5. Enter your name and email. Lastly, Send Feedback.

 

 

Also, you may consider checking the articles below for additional guide about inventory in QuickBooks Desktop:

 

 

Know that I'm always here to support you in all your tasks in QuickBooks Desktop. Have a pleasant day.

SPELLC
Level 2

Customer Search Bar

Did you even read my question? I have an easy and accessible client list....I used to be able to hit TAB then ENTER and it would take me to that client I specified in the search bar. That feature is no longer working, I just want to know how to make it work again....

jenop2
QuickBooks Team

Customer Search Bar

Joining you here to offer additional help with the customer search bar, SPELLC.

 

I tried looking for a specific job using the steps you shared and it has worked on my end. 

 

We have a tool that can fix some of the most common errors and unexpected results when working in the program. This includes screen and display issues in certain pages. 

 

Here's how to use it: 

 

  1. Close QuickBooks and download the most recent version (1.5.0.0) of the QuickBooks Tool Hub.
  2. Open the file you downloaded (QuickBooksToolHub.exe). You can look it up in your Downloads folder or in the location you selected when you downloaded it.
  3. Follow the on-screen steps to install and agree to the terms and conditions.
  4. Once done, double-click the icon on your Windows desktop to open the tool hub.
  5. Once opened, look for Program Problems, then select Quick Fix my Program.
  6. Start QuickBooks Desktop and open your data file.

 

tool hub.PNGtool hub 2.PNG

 

Once done, log back in and check if the search feature is working back again. Let me share these articles for additional details:

 

 

Please don't hesitate to reach out back again if you need anything else. You can also tag me in your reply if you have follow-up questions with the steps that I've shared.

SPELLC
Level 2

Customer Search Bar

Tried that, both the quick fix and the second one, still not working....there has to be a weird setting somewhere!

Mark_R
QuickBooks Team

Customer Search Bar

Welcome back, @SPELLC.

 

I want to make sure you'll be able to search for the job number when creating an invoice. I'd like to redirect you to the best support group available to get this address right away.

 

The troubleshooting steps shared by my colleague jenop2 above should fix this unusual issue. Since it didn't work, I recommend reaching out to our QuickBooks Support Team. This way, they can further check on this matter and provide in-depth troubleshooting steps to get this resolved. They can also create an investigation ticket if other users are experiencing the same.

 

To reach them, you can follow the steps below:

 

  1. Go to the Help icon and select QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Write your concerns in the description box, then select Continue.
  4. Select which one of the support options you'd like to use.

 

Once you've successfully created an invoice, you can check out this article to learn how to receive its payment: Record an invoice payment.

 

Come back to this post if you have other concerns or follow-up questions about this. We're always here to help.

SPELLC
Level 2

Customer Search Bar

The support takes entirely too long. I'll just deal with it until I have a couple hours to work with support...

SPELLC
Level 2

Customer Search Bar

I FIGURED IT OUT!! Go to the Edit Menu, click Preferences, scroll down to General, click the My Preferences Tab, the UNCHECK the "Pressing enter moves between fields" box. Done! I had a flash of remembrance so I clicked around in there and boom, it came back to me! 

Mark_R
QuickBooks Team

Customer Search Bar

Welcome back, @SPELLC.

 

I'm happy to know that you've already figured out your issue about searching for the job number when creating an invoice. Please know that the Community forum is always open to help you again if you have other concerns with QuickBooks.

 

Wishing you all the best!

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