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Level 1

How do I find and old invoice

 
10 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.

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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Level 1

How do I find and old invoice

I am on desktop and I cannot get the "advanced search" to function. When I click the link the search window/drop-down goes away as though something is going to happen, but alas nothing does. I've tried clearing all kinds of cookies, histories, other garbage, but I still can't manage to get that link to do anything.

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QuickBooks Team

How do I find and old invoice

I do appreciate the steps you've performed to get the Advanced Search working, Alert SIx Ltd.

 

Aside from clearing the app's cache (Help > Reset App Data), we can try uninstalling and reinstalling the app. Then, use the Advanced Search option to look for old transactions. You can use this link to download the app for QuickBooks Online.

 

Meantime, you can use one of our supported browsers to manage your transactions. For more details you can check out these articles:

I'm just here if you need anything else. Take care and wishing you all the best!

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Level 1

How do I find and old invoice

I should have specified. I am not using the desktop app. I am using QuickBooks online in a browser.

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Level 1

How do I find and old invoice

I should specify. I don't use the desktop app. This is from QuickBooks Online in a browser. More specifically Chrome.

Highlighted
Moderator

How do I find and old invoice

Thank you so much for sharing those details, Alert SIx Ltd. I would like for you to test something for me to rule out any browser-related issues. Open a private browser, log into your online account, and select that Advanced Search option. Below is the short cut option to do this.

 

  • Ctrl+ Shift+N

 

If you can get the link to work, this indicates that your cache needs to be clear due to some form of data corruption. The instruction for how to do that for Google Chrome can be found in the article. However, with Quickbooks Online, there are other ways to search for transactions. You could do this by customer name, vendor name, and transaction type. Here's how for each:

 

 

Customer Name

  1. Go to the Sales tab, then click Customers.
  2. Choose the customer to view all the transactions.
  3. If you would like, you could use the Filter option to refine your searches, like adding the transaction type and date.

 

Vendor Name

  1. Go to the Expenses menu, then pick the Vendors section.
  2. Scroll through and select the vendor to view all transactions.
  3. Again, you can use the Filter option to search for a specified date or transaction type.

 

Transaction Type (Sales)

  1. Go to Sales, then hit All Sales.
  2. Use the Filter ▼ drop-down menu and add any additional information.
  3. From the Type ▼ drop-down menu, choose your desired transaction type.
  4. Once completed, select Apply to make these adjustments.

 

Transaction Type (Expenses)

  1. Go to Expenses, then click Expenses.
  2. Select the Filter ▼ drop-down menu and add the necessary information.
  3. From the Type ▼ drop-down menu, choose the transaction type, and select Apply once finished.

 

By following either one of those steps, you will be on your way to success. For more information on finding transactions quickly and easily in Quickbooks Online, this article is very resourceful.
 

We're here if you have questions or need clarification. Simply leave your response below. My team and I will do our best to assist. Until then, be safe and take care.

 

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