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Level 1

Can I search receipts using the reference number? All of our sales receipts have a reference number entered, but when I use advanced search I cannot find them.

We include this number and I would like to be able to find transactions using it, but when I search the number in a basic search nothing comes up, and even if I use advanced search for specifically sales receipts, it does not give me the category of "reference number" as an option.
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QuickBooks Team

Can I search receipts using the reference number? All of our sales receipts have a reference number entered, but when I use advanced search I cannot find them.

Hi WSCAAdmin,

 

Sales receipts have a unique treatment when using Advanced Search. We're unable to use its reference numbers to find a particular receipt unlike other transactions. I'll guide in finding one in a different way.

 

The good thing about QuickBooks is we produce a lot of sales reports. You can pull up the Transaction List by Customer report. Then, click the small Gear icon just above the table and place a checkmark in the Ref # checkbox. This will add the REF# column to the report and will show you the reference numbers of all transactions. You can then use the Find (Ctrl + F) feature of your browser to look for receipts using reference number.

reference number.PNG

 

transation list by customer.PNG

You can click on Save Customization to add this to your list of Custom Reports. That way, you won't have to customize again when you need to find sales receipts. 

 

On the other hand, I'm sending feedback about using reference numbers to find sales receipts in the Advanced Search section. In this way,, our engineers can consider adding this option in future updates.

 

You can go back to this thread if you have challenges in finding entries. I'll be happy to assist you again.

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Level 1

Can I search receipts using the reference number? All of our sales receipts have a reference number entered, but when I use advanced search I cannot find them.

Hello JessT,

 

Thank you for your reply.  The number that is coming up for you there is the SALES RECEIPT NUMBER, not the reference number, which is a separate part of the sales receipt record.  When I search using your method for the reference number, I am still not getting any results. 

 

 

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