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Level 2

Searching by check number in New Top Search Bar

I think I'm doing something wrong with the new top search bar because I can't seem to search for checks using only the check number or customer invoices using only the invoice number.  I have to click on Advanced Search, search by reference number and then enter the check or invoice number.

Solved
Best answer 01-08-2019

Accepted Solutions
Moderator

Re: Searching by check number in New Top Search Bar

Hello TB_Michelle66,

 

It would be my pleasure to help you find transactions using the check or invoice number in QuickBooks Online.

 

Can you share to me what happens when you search using the transaction numbers? Is it showing results after searching or none? Any details you could add would be appreciated.

 

Ideally, transactions should show when you use numbers through the search function. Let's isolate the issue by performing some basic troubleshooting.

 

We can start with logging into your QuickBooks account through a different browser. It will help us determine if the problem is related to your browser.

 

If you're able to use the search function without any problem, please go back to your regular browser and clear its cache. This process will remove unnecessary information and will start the system in a clean slate.

 

Please reach out to me here should you need any additional assistance, I'm here to serve you.

View solution in original post

Moderator

Re: Searching by check number in New Top Search Bar

Thank you so much for your response, @TB_Michelle66.

 

If you've already tried the steps shared by @AlcaeusF and still getting the same result, I suggest contacting our Customer Care team. They have additional tools that can check and review further why you're getting such experience and help you fix this in no time.

 

To contact them:

  1. Go to https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose QuickBooks Online.
  3. Select Search for something else.
  4. Scroll down the page, then click the Get Phone Number or Start a Message.

Let me know if you have any other questions. It'll be my pleasure to help.

View solution in original post

9 Comments
Moderator

Re: Searching by check number in New Top Search Bar

Hello TB_Michelle66,

 

It would be my pleasure to help you find transactions using the check or invoice number in QuickBooks Online.

 

Can you share to me what happens when you search using the transaction numbers? Is it showing results after searching or none? Any details you could add would be appreciated.

 

Ideally, transactions should show when you use numbers through the search function. Let's isolate the issue by performing some basic troubleshooting.

 

We can start with logging into your QuickBooks account through a different browser. It will help us determine if the problem is related to your browser.

 

If you're able to use the search function without any problem, please go back to your regular browser and clear its cache. This process will remove unnecessary information and will start the system in a clean slate.

 

Please reach out to me here should you need any additional assistance, I'm here to serve you.

View solution in original post

Level 2

Re: Searching by check number in New Top Search Bar

Hello AlcaeusF,

 

Thank you for your reply.  I have attached a picture of a check # that is a valid check in QBO but does not show up in the search when I type in just the check number.  The "old" search feature would have displayed it.   

 

Thank you,

Michelle

 

 

Moderator

Re: Searching by check number in New Top Search Bar

Thank you so much for your response, @TB_Michelle66.

 

If you've already tried the steps shared by @AlcaeusF and still getting the same result, I suggest contacting our Customer Care team. They have additional tools that can check and review further why you're getting such experience and help you fix this in no time.

 

To contact them:

  1. Go to https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose QuickBooks Online.
  3. Select Search for something else.
  4. Scroll down the page, then click the Get Phone Number or Start a Message.

Let me know if you have any other questions. It'll be my pleasure to help.

View solution in original post

Level 1

Re: Searching by check number in New Top Search Bar

Hi TB,

    Have you had any luck getting back to the old search bar? This is an on going issue that Intuit thinks they have fixed. We are still trying to get them to fix this for us, and it happened back in July last year to us. They'll try to have you clear a cashe and do other top level things that don't work.

 

Please let me know if they're able to help.

Highlighted
Level 2

Re: Searching by check number in New Top Search Bar

Hi jceballos,

I tried switching to Mozilla and that seemed to work but just before receiving your email, I was trying to search for a check number and it didn't work.  I was in Chrome and did not try switching back to Mozilla.  I did not try clearing the cache either.  

Please let me know if this helps.

Thank you!

QuickBooks Team

Re: Searching by check number in New Top Search Bar

Thanks for getting back to us and sharing the steps you've tried, TB_Michelle66.

 

I'd love to add to this discussion and provide additional clarification regarding the Search Tool issue.

 

As jceballos mentioned, this is in fact an ongoing issue that our Software Engineers are currently investigating. Rest assured, this situation is duly noted and they're working diligently to quickly resolve this to get you back on track.

 

You mentioned attempting the general troubleshooting steps already, so I wanted to make sure you've been added to the affected users' notification list. If you haven't already, please get in touch with our Support Team to be added:

 

Contact QuickBooks Support

  1. Click the link to head to the Official Intuit Contact page.
  2. Select QuickBooks Online.
  3. Choose Solving issues & error messages, then Login.
  4. In section 2, Here's how to connect with a QuickBooks expert, click Get Phone Number.
  5. Once you're speaking with an agent, the reference number you can use to locate the Search Tool ticket is: INV-23192

By doing this, you'll be signed up for scheduled email updates on our progress towards a solution.

 

Please let me know if there's anything else you need, I want to make sure you're taken care of.

Level 1

Re: Searching by check number in New Top Search Bar

I found this bug awhile back but just thought it was part of the programming of QBO...

 

If I print a bunch of checks at once and have QBO assign them check numbers, let's say starting at check "6100" and ending with "6113", I will not be able to search by the the check numbers in the Top Search Bar. The workaround I have found is that I have to search by the value the check is made out for. For instance, when looking up check "6105" which is valued at $3,430.00, I have to search for the 3430 to find that check. Obviously, this is not the ideal solution. BUT when I click on check 6105 and then hit "Save and Close". I am now able to search by check number in the Top Search Bar.

 

I believe this behavior is caused by QBO not actually saving the check number to the ream of checks being printed. Only after I manually load the individual checks and save them, will I be able to search for them.

QuickBooks Team

Re: Searching by check number in New Top Search Bar

Hey there, RCorso24.


Thanks for letting us know the workaround steps you found to search for transactions in QBO. This information will also help other customers who are currently experiencing the same issue.


In regard to the unusual behavior you experience when looking for checks, the issue is still part of the open investigation. Since you’re one of the affected users, I recommend giving our QBO Support Team a quick call.


They can add you to the notification list to receive email updates. You can reach them through the following link: Customer Support.

 

Rest assured, I'll keep you posted here in the Community once there's progress.

 

I appreciate your patience while we look into this. Please let me know if you have any follow-up questions or concerns. I'll be around to assist you further. Have a good one.

 

Level 2

Re: Searching by check number in New Top Search Bar

Is it really work, I think in some cases. But usually you need both.

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