I appreciate you sharing your thoughts in the Community, assistant. I'm here to ensure you can use the search option efficiently in QuickBooks Self-Employed (QBSE).
To make sure that we're on the same page, could you provide what specific search option you've tried to use? Providing us with additional information will allow us to provide you with a more accurate solution to your concern.
In the meantime, let's explore some troubleshooting steps to resolve potential webpage issues and help you effectively use the search option.
Sometimes, stored cache files can cause interruptions within the program. With this, let's access your account in a private browser to confirm as this doesn't store internet data and will allow you to use the search option.
Use these keyboard shortcuts to open one:
If everything works while using a private browser, please return to your regular browser and clear the cache. (Disclaimer: The article provided is for QuickBooks Online, they apply similarly to QBSE.)
Moreover, you can browse this page where you can find guidelines when performing specific tasks inside QuickBooks Self-Employed: View All Help.
If you need additional assistance with the functionality of QBSE, please don't hesitate to reach out. We're always here to help you.
Typically in the top section there is a place where I can search by client name. It's no longer there.
Thank you for providing the screenshot. I will guide you to the appropriate support who can assist you in resolving this issue, Assistant.
You can contact our phone support team to double-check what's causing this problem. They have the tools to pull your account in a secure environment. To do so, follow the steps outlined below:
For your convenience, if you wish to get a detailed list of all your transactions in your QuickBooks Self-Employed account, I recommend checking out this helpful article: Export Transactions and Get Reports in QuickBooks-Self Employed.
You can always reach out to us anytime if you have further questions about finding your client's name or invoices. Always remember that we're here to assist you. Have a nice day.
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