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rhatchplumbing
Level 1

How do I search for a specific invoice via products and services? I have many invoices under one customer.

For example. I click on invoices and id like to be able to enter the Job name that in products and services into the search icon.

1 Comment 1
RoseJillB
QuickBooks Team

How do I search for a specific invoice via products and services? I have many invoices under one customer.

Hi, Ratch. Currently, the only option to look for the invoices through the search icon is by typing in the following:

 

  • Transaction Type
  • Reference Number/Transaction Number
  • Contact/Customer Name
  • Amount

 

To expedite and narrow down your search results using the job name and the products and services, we can run the Sales by Product/Service Detail Report and customize this using the steps below:

 

  1. In the report window, go to Columns and select the Customer's full name and the Product/Service's full name.
  2. Move to the Filter tab and select Product/Service.
  3. From there, select the items you want to filter to narrow down the results.
  4. Add another Filter and select Customer and the Job Name.

 

See this article for additional customization available for your reports, which would personalize the results and align with your needs: Customize your reports with a modern view.

 

Keep me posted if you have additional questions about managing transactions in QuickBooks. We are 24/7 available to help.

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