Question

Can someone please help I cannot use date filter in advance search anymore, I cannot go back in year 2019 and descending, it cannot be selected in date range anymore.

Forum|Forum|5 years ago
June 14, 2021
3 replies
64 views

No text available

QuickBooks Online

AlexV

Level 10

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.

Click the Magnifying glass icon and select Advanced Search.
Select Add Filter and the Date Filter will show.
From the Date drop-down, select Custom.
Enter the dates and tap Apply.

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:

Google Chrome: Ctrl + Shift + N
Safari 11 or newer: ⌘ + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P

You also want to clear the cache and make sure that the browser is up-to-date to fix issues in using QuickBooks Online.

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!

U

usercherishAuthor

Hi AlexV,

I tried to clear the cache but still won't work. Attached here is the screenshot on my end. I cannot select any date going back to previous years.

MariaSoledadG

QuickBooks Team

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.

Select the Help menu.
In the Assistant window, enter Talk to a human.
Enter your brief concern in the field.
Type in/click I still need a human until you see the Get help from a human option.
Choose a way to connect with our support.

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.

C

CL-Los Angeles

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.

A

audiobrad59

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.

JasroV

Level 8

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!

A

audiobrad59

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.

Sign up

Login with SSO

Let's get you signed in

Login with SSO