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Level 1

How do I find and old invoice

 
5 Comments
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Level 9

How do I find and old invoice

Click on the Search window and select "Advanced Search", then you can select your search criteria. You can search for an amount, invoice number etc.

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Level 1

How do I find and old invoice

Im on quickbooks mobile.

I see no "advanced search" option.

 

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Moderator

How do I find and old invoice

We have a different way of searching old invoices when using the QuickBooks Online mobile application, Irie.

 

If you're using iPhone, you can follow these steps to search for old invoices:

  1. Click the Main menu () in the upper-right corner and select Invoices.
  2. Click the Search option (magnifying glass icon).
  3. You can set the Status and Date to filter the results.

If you're using Android, here's how to search the invoices:

  1. Click the Main menu () in the upper-right corner and select Invoices.
  2. Click the Search option (magnifying glass icon).
  3. You can click the three vertical dots () and select Filter Invoice By.

I've also added screenshots for your reference.

 

I'll be around if you need more help in searching the invoices.

Capture.PNG Capture 1.PNG

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Level 1

How do I find and old invoice

So to clarify.. On IOS mobile, the search function essentially only searches for invoice # or customer..

 

Is that correct? I am unable to produce results searching for terms in the “memo” or “customer message” fields.

 

This is by far my single biggest complaint about Quickbooks.

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Moderator

How do I find and old invoice

Thanks for joining in on the thread, Davylinhardt.

 

With the new QuickBooks Online mobile app, you can already search using the terms associated to the invoices. You can also use the Sort or Filter options depending on the you're in.

 

For example, you're in the Invoices page. We can filter the invoices by status; Need attention, Overdue, Open, Paid, or All. Then, you can already search the terms in the Search field. You can use the terms such as invoice amounts, invoice numbers, description of an item, customer name, messages, attachment name, etc.

 

Make sure the app is always updated to ensure that it syncs your QBO data properly.

 

You might also want to see what other features are available on the mobile app. You can use this link for reference: Compare mobile app features.

 

Let us know uf you need anything else. Have a great day!

 

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