Advanced Search Function Not Working (limited by date)

I've got you covered in searching for your 2015 transactions in QuickBooks Online (QBO), @Guest2155.

The Advanced Search function in QBO will let you search two years' worth of data (i.e. transactions from 2019 to 2021). However, you can pull up the Transaction Detail by Account report and set its Report period to 2015. This way, you can easily find the transaction you need and manage them accordingly.

Here's how:

1. Go to the Reports menu.
2. Type in Transaction in the search box and choose Transaction Detail by Account.
3. In the Report period field, set the appropriate date (i.e., 01/01/2015 to 12/31/2015).
4. Click the Run report button.

I've attached screenshots below for your reference.

To learn more about running basic reports in QBO, you can refer to this article: Run reports in QuickBooks Online.

Also, you can customize your report to focus on the details that matter to you the most. Then, save its current customization settings for future use. To learn more about this, you can refer to this article: Memorize reports in QuickBooks Online.

Keep me posted on how it goes. I'm just a comment away if you need further assistance in searching your transactions in QBO. Take care and stay safe @Guest2155.

Thank you for pointing out this new limitation forced on us by Quickbooks.  Total crap!  I don't want this "workaround" they are offering

Thanks for your help! Although often times I do not get dates, so QB taking away this function is quite troublesome for me and others who use the advance search function to quickly find items. I still also cannot search by memo note unless I export this to excel. Do you know if there is a fix to restore it back? This function was a huge advantage if QB over other systems.  Is there a way for us to make this concern known?

I totally agree with you! Hope they restore this function!

I agree with Guest2155!  Why does the advanced search have to be inhibited by a two year date range or any date range at all for that matter?  If I use reports, I lose the ability to search by "description", "amount', "reference number", and other viable options to find my transaction more easily.  Advanced Search is no longer "Advanced" if you're going to put parameters on it!! We need to have access to all of our data, not just the data you see fit.  Please change it back so all applicable data can be retrieved. . .I BEG OF YOU!!

This is causing major problems for us and the workaround will not work because 1) our sales persons do not have access to reports and we don't want them to have access to them, 2) we need to find items in "line description" of the invoice, and 3) we have clients from 3-4 years ago contacting us to reorder various items and the only way we can look up the specific custom item they ordered is through "line description" as well as their PO# using Advance Search. Reports will NOT work. Please restore this feature!!!

What is the logic of not able to search beyond two years?! We've been loyally using QBO for multiple years and this is what we get? This feature was working fine until today. What happened?!! 

Hi there, @CL-Los Angeles. I understand how important it is being able to look for older transactions and search them by description, amount, or reference number.

Currently, we have an ongoing investigation (INV- 59794) with the Advanced Search feature. It's about being unable to edit the date filter to any date older than July 01/2019. Rest assured that our engineers are working diligently to get it resolved.

I recommend contacting our Customer Care Support team so that you can be added to the list of affected users. This way, you'll receive email updates of the investigation's status and be notified once it's been resolved. I've included the steps to contact support below. 

1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
2. Select Talk to a Human.
3. Enter a short description of your concern. You can give them the investigation number. Let them also know about being unable to search by description, amount, or reference number. Press Enter.
4. Click I still need a human.
5. Select Contact Us to connect with our live support.
6. Choose Get a callback.
   

As a workaround in viewing your transactions, I'd suggest running and customizing your Sales or Expenses report to find transactions older than July 1, 2019.

I'm just around the corner if you need help in getting your desired report. Have a great day.

Hi @LieraMarie_A, 

Not sure why you tagged me in your last reply,

I am not part of this conversation,

I am guessing it was a mistake as yesterday you had just replied to me on another topic.

Anyway,

No problem, just letting you know, I think your response here was meant for someone else.

LThibx

When is this going to be fixed? This is causing us to spend unnecessary time to look into each invoices for a custom keyword in "description" section. All our products are custom made and we input the custom name of each items they order in the "description" section and there is no way to search in description. Also, we do not want our remote contract workers to have access to reports so they need to use Advance Search to find customers by their PO#s, description, etc. 

Please explain why this feature stopped working when it was working fine. Who had the bright idea to limit the search to 2 years all of a sudden?

Welcome back, CL-Los Angeles.

The investigation for the Advance Search function (INV- 59794) has already been resolved. Updates in this investigation will automatically apply to your account.

If you're still experiencing the same issue, I suggest contacting our QuickBooks Care. This needs isolation so they can closely look at your account and identify the reason why you're having such an issue. You can follow LieraMaries_A's instructions on how to reach us.

You can also visit our QuickBooks Help Articles page if you need some reference in completing your other tasks.

Don't hesitate to reach out to us if you have other concerns. I'm right here to help you. Take care!

Yes, the 2 year limit is nuts. It's not resolved yet for me. Will keep checking.

This is NOT resolved. They have simply now set everything within 2 years timeframe to search. This 2 year parameter does not work in real-life situations. I can't believe that you think that searching 2 years at a time is a good idea. Please restore this function. I tried calling, using call back, AND chat, and all got disconnected after I mentioned my case # and investigation#. I again don't want to waste my time calling and explaining things again. Please fix this as we need to search quickly and easily all timeframe in advance search.

This is absolutely insane. Old invoices, estimates, and work orders are why we need the search function. 2 years is unreasonable. Your engineers are apparently are too young to understand that 2 years is just a blip--some of us have been in business for decades. Please put this back the way it was--this could be a deal-breaker for continuing with QBO.

Well, it's good to know we can at least do searches in two year blocks. But I have data back to 2002, and when I go looking for a needle in a haystack, repeating the same search 10 times to  cover 19 years really sucks. This is really a backward step for QBO. If you're going to solve your "performance issues" by limiting functionality, then the price should be adjusted accordingly. But since I'm unaware of performance issues in the past with the search function, this seems like Intuit simply wanting to cut costs by throttling capabilities. I am a very unhappy customer right now. 

Agreed! Why did they change it all of the sudden? Makes no sense.

Just learned this functionality has been restored. Thanks to everyone who spoke up about this!

Thank you all for helping with this! I'm glad that QB listened and restored the functionality!

This is still not working for me.  I can only search back to March 2021.  How do I get this fixed?

I see the importance of keeping track of your business, CircleM.

You can only enter the date, amount, or transaction number of the transaction number you're looking for In the Magnifying glass search option.

It doesn't work, let's do some troubleshooting steps. There are times that the browser is full of frequently accessed page resources, thus causing some errors and/or unusual responses. To fix this, let's start by accessing your account using a different or a private browser. You can use either of these keyboard shortcuts:

• For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Shift + N

If it works successfully, let's go back to your regular browser and clear the cache to prevent any unexpected behavior. 

If the same issue, I recommend contacting our Support team so that you can be added to the list of affected users. This way, you'll receive email updates. I've included the steps to contact support below. 

1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
2. Select Talk to a Human.
3. Enter a short description of your concern. You can give them the investigation number. Let them also know about being unable to search by description, amount, or reference number. Press Enter.
4. Click I still need a human.
5. Select Contact Us to connect with our live support.
6. Choose to Get a callback.

Here are some of the articles you can check. These will show you more options on how to find a transaction:

• Search for transactions

• Filter, search, and sort with custom fields

I hope this helps you out. Let me know if you have additional questions or concerns. Take care!