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Join nowI 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! Go to Solution.
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:
Once completed, you can now see the reference details from the Num column.
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!
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:
Once completed, you can now see the reference details from the Num column.
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!
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?
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!
I am surprised this is not possible. I've used some extremely rudimentary, raw SQL based database driven software and this was always an available feature.
This topic should not be marked as "SOLVED" - the answer was no.