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accounting270
Level 1

Can you search a keyword in a single customers invoice memo?

 
1 Comment 1
SarahannC
Moderator

Can you search a keyword in a single customers invoice memo?

Hello dear,  accounting270. I'm so happy to have and help you out today.

 

Yes, you can search for a keyword of the memo that you've input from the invoice of your customer. Though, the system will generate all the customers who have the same memo in their invoices.

 

Adding what to filter in the Search page will only let us choose between customer and memo. Aside from these, we can also select other options.
 

Here's how to generate the invoice memo:

  1. Go to the Search icon and click the Advanced Search.
  2. Click the drop-down arrow for the transactions and select Invoices.
  3. On the other field, click the drop-down arrow again and select Memo and enter the keyword of the memo.
  4. Once everything is ready, let's click the Search button.

memmo.PNG

 

Just virtually tap me on the shoulder whenever you need help with QuickBooks. Otherwise, you can enjoy your day. Take care!

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