cancel
Showing results for 
Search instead for 
Did you mean: 
Not applicable

Why is it so much worse to search by Doc Number now?

Until about a month ago, I could simply paste a doc number into the QBO Search box at the top right to locate a matching entry. If the entry was unique, QBO just immediately pulled up that entry (even if I'd only typed part of the doc number in and that part uniquely identified the document). If it was not unique, it pulled up an advanced search console with the journal number I gave it entered in and a list of matching transactions displayed.

 

Now, exactly nothing happens when I paste the doc number in. I have to click on advanced search, select from the drop down menu, paste in the doc number, and then click search. It's a much worse experience. What happened, Intuit?

 

Screen Shot 2019-08-12 at 7.28.02 PM.png

5 Comments
Highlighted
QuickBooks Team

Re: Why is it so much worse to search by Doc Number now?

Welcome to the Community, @search number.

 

We don't intend to make the process longer in searching for your transactions. Let me add some details about this.

 

The more transactions you enter in QuickBooks, the lesser results will appear on the search bar.

 

Thus, you'll need to utilize the advanced search function to make it easier to view your transactions.

 

You can refer to this article for more details: How to Search for Transactions?

 

Please get back to me if you have any other concerns.

Not applicable

Re: Why is it so much worse to search by Doc Number now?

I’m sorry, but this reply totally misses the point. The number of transactions doesn’t matter. A unique doc number is a unique doc number, and until recently, it quickly pulled up the uniquely-identified transaction. I was able to do that on fifty different client companies. Now, it doesn’t do that anymore. 

 

You can treat this like a user error or like a user not understanding what’s happening, but that doesn’t help your audience. More helpful would be to report the issue to the dev team and come back with an acknowledgement of the behavior change and either a time to fix or a good reason why it’s going to stay the way it is. 

Moderator

Re: Why is it so much worse to search by Doc Number now?

Hi there @JesseRubenfeld,

For the search box results this usually give you a result that closest to your key word using the details of the transaction. 

 

I will take note of the search result difference that you have observed and will send this to our engineers so they will be aware about this. I would also suggest to check with our support team so they can check on this thoroughly and investigate. This way you can have someone to share and provide resolution.

  1. Login to QuicBkooks Online.
  2. Click on Help 
  3. Hit on Contact Us.

Keep us posted for further question.
 

Not applicable

Re: Why is it so much worse to search by Doc Number now?

Thanks, but the change is overwhelmingly clear to anyone that has ever pasted a journal number into the search box, clicked enter, and immediately pulled up the entry they were looking for. I hope Intuit restores the functionality.

Not applicable

Re: Why is it so much worse to search by Doc Number now?

As of today, this appears to be working again, so thank you, Intuit.

Need to get in touch?

Contact us