Thanks for posting here, usercherish!
Allow me to help you in fixing the date filter.
We just need to make sure that you used the Custom option. This allows you to select the date range you prefer.
This is how it looks like:
If you can't find it or it doesn't work on your end, it could be because of the internet junk files. You'll want to use an incognito window and check it from there. Here are some of the keyboard shortcuts you can use:
Here are some of the articles you can check. These will show you more options on how to find a transaction:
Need more assistance? Keep on posting here and we'll respond as soon as we can. Thanks!
I'm here to get the help you need, usercherish.
Normally, you can use advanced search for customers, vendors' transactions, reports, or accounts. Aside from that, you can also search from there by name, address, amount, and date. If you're trying to search for a specific transaction, you'll have to make sure that you know the reference number so you can type in the search filter. I've added a screenshot for your visual guide.
If you're still unable to select for the previous transactions, I recommend reaching out to our support team to look into this further. They have the necessary tools to investigate and submit an escalation ticket if necessary. To reach out to them, follow the steps below.
You may want to run a report in case you want to get the information you need. Please check out this article for your guide: Run reports in QuickBooks Online.
Reach out to us if you need further assistance about searching transactions. We'll be here to help.
The advance search stopped working beyond 2 years for some reason this week. They say that they have an investigation going on Investigation #59794. However, they don't seem to understand why this feature to look up invoices based on description, PO#, etc more than 2 years is essential. They told me to use reports but first of all, we can't search in reports using keywords in description as it's not even an option. And NOT all employees and contractors have access to reports and we do not want to give them access. We pay for multiple users and this is what we get? I don't understand why this feature all of a sudden is now limited to 2 years! Someone in QBO deliberately changed this setting and whoever did that has no business experience or customer service experience.
Yes--search function has been throttled to 2 years. This is nuts. Old invoices, estimates, and work orders are why we need the search function. 2 years is unreasonable. Your engineers are apparently are too young to understand that 2 years is just a blip--some of us have been in business for decades. Please put this back to the way it was--this could be a deal-breaker for continuing with QBO.
I see the importance in keeping track of your business, @audiobrad59.
We appreciate you for taking the time in letting us know about ways to improve QuickBooks Online (QBO).
I’d like to take this opportunity to let you know we've made changes to the way the date filter in the Advanced Search works. In the past, customers were able to run a query expanding as far back as the date their QBO account created.
These type of queries have caused performance issues in the near past, so changes were necessary to ensure QBO availability and, at the same time, access to all your data.
Starting Wednesday June 16th, 2021, we have changed the way the date filter in the Advanced Search works. Rest assured, you'll still have access to all data entered into QBO. However, the date filter will limit you to look for information in two year blocks.
Thus, if your QBO subscription started in 2015, you will be able to look for information from 2015 - 2017 or 2016 - 2018, etc.
I appreciate your patience and looking forward to hearing from you if you have further feedback. Keep safe!
Well, it's good to know we can at least do searches in two year blocks. But I have data back to 2002, and when I go looking for a needle in a haystack, repeating the same search 10 times to cover 19 years really sucks. This is really a backward step for QBO. If you're going to solve your "performance issues" by limiting functionality, then the price should be adjusted accordingly. But since I'm unaware of performance issues in the past with the search function, this seems like Intuit simply wanting to cut costs by throttling capabilities. I am a very unhappy customer right now.
Thank you for getting back to us, @usercherish.
I'm here to help make sure you can search two (2) years of your transactions in QuickBooks Online (QBO).
When searching for transactions worth two years, you'll need to ensure that the date range entered isn't more than two years. For example, if you filter the date range from 06/17/2019 to 06/17/2021, QuickBooks will prompt you with the error message. You'll want to filter the previous year's date ahead from the date today. Here's how:
Once done, you'll be able to see your transactions worth two years. I'm adding this article for more guidance: Search for transactions.
If you want to run reports to review your transactions by customers or vendors, you can check out this article: Run reports in QuickBooks Online.
Our doors are always open to help you again if you need more assistance searching for your transactions from previous years. Have a great day ahead.
That was a long way of saying you have to choose search start dates and end dates that are no more than two years apart. Good luck searching for something if you've got many years of data like I do. This is one of the most egregious and ill-considered changes QBO has pulled in a long time (at least for the way I work).
I hope that this changes will undo. Quickbooks is a user-friendly in my experience but I am so disappointed with the recent changes. Please do not suggests to manually search in Report tabs - So many process and long method of searching NOT very helpful for everyone.