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April 18, 2019
Question

Search Options

  • April 18, 2019
  • 1 reply
  • 0 views

In our business each individual transaction has a code number. We have a section on our invoices and estimates that say "code" and we enter the code there. My question is: Is there a way to do a search for a specific code number? An example of one of our codes would be "1/25 3-65". I've tried the advanced search function but am unable to do the search. I am forced to open and look at each invoice separately to find the code I'm looking for and this is very time consuming.

1 reply

Level 7
April 19, 2019

Hello, @earamirez2640.


I’m here to provide some insight on how you can find a transaction using a code in QuickBooks Desktop.


If the Code box is added as a custom field under the customer’s profile, you can search for it using the Find feature. Let me show you how:

  1. Go to Edit and select Find.
  2. Choose Advanced.
  3. Select Code on the Filter option.
  4. Enter the code of the transaction.
  5. Hit Find.

 

 

 

Follow the steps below to add Code as a custom field so you can use it to look for an estimate or invoice.

  1. Go to Customers menu and select Customer Center.
  2. Choose a customer from the list.
  3. Select Additional Info.
  4. Click Define Fields.
  5. Type in Code on the Label column and place a check mark on the Cust, Vend, Empl columns respectively.
  6. Hit OK to save the changes, then OK again on the Edit Customer window.

 

 

 

 

I’m adding a screenshot of what the custom code field looks like in an estimate:

 

 

Here's an article that tackles more about this: Use QuickBooks Desktop custom fields.

 

That should answer your concern for today. 


Post again in the Community if you have any questions. I’m more than happy to help. Cheering you to continued success!
 

April 19, 2019

Thank you so much for your response! You taught me something new. However, once I followed all of the steps you laid out I was still unable to get the search to work. Code # shows up in the advanced search but when I enter our code number to pull up an invoice it said there were zero matches.