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calipersrusaccou
Level 1

How to search snap receipts for a specific receipt using description of snap receipt

 
2 Comments 2
JenoP
Moderator

How to search snap receipts for a specific receipt using description of snap receipt

I'd be glad to help with your question about searching transactions in QBO, calipersrusaccou.

 

For now, we're unable to search for snap receipts using the description of the actual file. You'll need to manually open each one that's already uploaded in your QBO account.

 

If the receipt has the same description as the transaction it's being attached to, you can use the Advanced Search feature to look for it. Here's how: 

 

  1. Click the Magnifying glass in the upper-right hand corner of QBO and select Advanced Search.
  2. Select All Transactions in the first line, then use Line Description in the second line of the filter.
  3. Go to the field next to it and select Contains, then type in the exact description.
  4. Click Search.

 

Here's an article on how to use this feature for more details: How to Search for Transactions in QuickBooks Online.

 

Feel free to check out these articles for additional details and reference as well:

 

 

Add a reply below or reach out to us anytime you need anything else when working in QuickBooks. We're always here to help and guide you. 

 

JenoP
Moderator

How to search snap receipts for a specific receipt using description of snap receipt

Hi calipersrusaccou,

 

Hope you’re doing great. I wanted to see how everything is going about searching for a particular receipt. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

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