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H7
Level 2

Search Option in QB Desktop

I know how to use the Find feature in QBs but is there a way to search for a partial number?  For example I need to find an bill (ABC123-R) but I only know part of the bill reference number (ABC123), can I do a search with an asterisk (ABC123*) or something so it finds any bill with ABC123 in the reference number field?

Solved
Best answer 4 weeks ago

Best Answers
Angelyn_T
QuickBooks Team

Search Option in QB Desktop

Hi, @H7.

 

It's my pleasure to share with you some information about finding transactions in QuickBooks Desktop (QBDT).

 

Finding your transactions using the initials of your reference number is not yet an option with QBDT. At this time, you need to input the complete number or details on the Ref.No. field. 

 

As a workaround, you can open the Transaction List by Vendor report and add the Number column to locate your transactions easily.

 

Here's how:

 

  1. Click on Vendors & Payables from the Reports tab.
  2. Select Transaction List by Vendor.a27 3.PNG
  3. From the report's page, go to the Customize Report tab.
  4. Go to the Display section, then add the Num column. If necessary, you may filter the transaction type to bills.a27 4.PNG
  5. Hit OK.

 

Once completed, you can now see the reference details from the Num column.a27 8.PNG

 

For more tips about managing reports in QBDT, you can open this article: Understand reports.

 

Moreover, you can open this link to learn more about the Accounts Payable workflows you can use in QuickBooks Desktop.

 

If you have any other questions about finding your transactions in QuickBooks Desktop, please let me know by adding a comment below. I'm more than happy to help. Keep safe!

View solution in original post

3 Comments
Angelyn_T
QuickBooks Team

Search Option in QB Desktop

Hi, @H7.

 

It's my pleasure to share with you some information about finding transactions in QuickBooks Desktop (QBDT).

 

Finding your transactions using the initials of your reference number is not yet an option with QBDT. At this time, you need to input the complete number or details on the Ref.No. field. 

 

As a workaround, you can open the Transaction List by Vendor report and add the Number column to locate your transactions easily.

 

Here's how:

 

  1. Click on Vendors & Payables from the Reports tab.
  2. Select Transaction List by Vendor.a27 3.PNG
  3. From the report's page, go to the Customize Report tab.
  4. Go to the Display section, then add the Num column. If necessary, you may filter the transaction type to bills.a27 4.PNG
  5. Hit OK.

 

Once completed, you can now see the reference details from the Num column.a27 8.PNG

 

For more tips about managing reports in QBDT, you can open this article: Understand reports.

 

Moreover, you can open this link to learn more about the Accounts Payable workflows you can use in QuickBooks Desktop.

 

If you have any other questions about finding your transactions in QuickBooks Desktop, please let me know by adding a comment below. I'm more than happy to help. Keep safe!

View solution in original post

H7
Level 2

Search Option in QB Desktop

Thank you for the detailed reply.  So just to confirm there is not a way in QB to search any time of transaction number in the Find/Search module by searching with a partial number and an asterisk or any other character?

MirriamM
Moderator

Search Option in QB Desktop

Yes, you're correct, H7.

 

At this time, the option to search a transaction using a partial number, asterisk, or any other character is unavailable. I can see how the feature you're looking for is beneficial to your business. 

 

Our developers periodically update and release new features for QuickBooks Desktop (QBDT). They might change how this works in the future. To be updated with our latest news and updates, including product improvements, I encourage you to visit the What's New section on your QBDT account or open this link to view our product update blogs.

 

If you have other concerns, please post in the Community again. Wishing you and your business continued success!

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