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Level 1

How do i search for text I have entered in a memo field in an invoice?

how do i search for text I have entered in a memo field in an invoice?


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Best answer 10-15-2018

Accepted Solutions
Level 3

Hi there, marylou!  I'd be glad to help you with this.  Y...

Hi there, marylou! 

I'd be glad to help you with this. 

You can use the Advanced Search feature in QuickBooks Online for this. Here's how: 

  1. Click on the magnifying glass at the top center on your home page.
  2. Click on the Advanced Search hyperlink. Filter your search by selecting InvoicesMemo, and Contains or Equals. 
  3. Enter the memo you're looking for in the field and click on the blue Search button. You can also click on Add Filter to filter the dates.

I've attached screenshots below of how it looks. 

Please let me know if there's anything else that you need or if you're referring to something else. 

View solution in original post

5 Comments
Level 3

Hi there, marylou!  I'd be glad to help you with this.  Y...

Hi there, marylou! 

I'd be glad to help you with this. 

You can use the Advanced Search feature in QuickBooks Online for this. Here's how: 

  1. Click on the magnifying glass at the top center on your home page.
  2. Click on the Advanced Search hyperlink. Filter your search by selecting InvoicesMemo, and Contains or Equals. 
  3. Enter the memo you're looking for in the field and click on the blue Search button. You can also click on Add Filter to filter the dates.

I've attached screenshots below of how it looks. 

Please let me know if there's anything else that you need or if you're referring to something else. 

View solution in original post

Level 1

PERFECT!  Thanks so much!!!!

PERFECT!  Thanks so much!!!!
Highlighted
Level 1

Is there any way to do this in the Quickbooks app?

Is there any way to do this in the Quickbooks app?
Level 1

Re: Is there any way to do this in the Quickbooks app?

Also, in Quickbooks Desktop.

QuickBooks Team

Re: Is there any way to do this in the Quickbooks app?

It's great to have you here, @PermDude.

 

Yes, QuickBooks Desktop have the Advanced Search feature which allows you to search for transactions using the memo you've entered. Let me guide you on how to do it.

  1. Go to the Edit menu.
  2. Choose Find.
  3. Select the Advanced tab.
  4. In the Filter box, pick Memo.
  5. Type in the Memo you've entered.
  6. Click Find

You can also filter the transactions to show only the invoices. 

 

Keep me posted if you have other questions. I'm always here to help.

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