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February 7, 2022
Question

Searching for Message on invoice

  • February 7, 2022
  • 2 replies
  • 18 views

I have a specific msg on "Message on Invoice" field.  I need to search if there is other invoices with the same msg.  How do I do this?  I've tried every possible search but nothing come up.

2 replies

Moderator
February 7, 2022

Hello, MindyDentTec.

 

I appreciate all of your efforts in looking for the exact message. The ability to search for identical messages in the Message on Invoice field is unavailable.

 

As a workaround, you can run the Transaction List by Customer report and customize it by adding a column for Customer/Vendor Message. I'll show you how.

 

  1. Go to the Reports menu.
  2. Type in Transactions List by Customer.
  3. Click the Customize button.
  4. Enter a correct reporting period.
  5. Select Rows/Columns.
  6. Checkmark Customer/Vendor Message.
  7. Once done, hit Run Report.

 

The idea of adding the option to search messages on the Message on Invoice Field is fantastic. I recommend submitting requests inside QuickBooks. Our Product Development team will review it and include it in the future product update once approved.

 

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your feedback and suggestions.
  4. Click Next to submit.

 

Do you need help with personalizing the appearance of your sales forms? If so, check out this article for further details: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to reach back out if you have any other questions. We're always here to help you.

February 9, 2022

Edit: I found the way.  Thank you.

 

As for suggesting to developers at QB I don't have any faith that they will do anything because I and many other have suggested to have credit memo to be available on QB app, it has been 5-6 years and nothing happens.