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coastalplumbingc
Level 1

Is there a way to search for an Invoice on the App by using a custom added field on the sales forms?

I added a custom field on my sales forms but the app does not let me filter a search for that custom field, the only way I can search for the custom field is through the desktop version but I need to do it on the app rather than having to switch back and forth between desktop and app.
1 Comment 1
CharleneMaeF
QuickBooks Team

Is there a way to search for an Invoice on the App by using a custom added field on the sales forms?

Searching invoices using a custom field is a great functionality, coastalplumbingc.

 

As of now, this feature isn't available in the app version. In the meantime, I'd recommend searching your invoices via the browser. Here's how:

 

  1. Access your QuickBooks Online account in the browser.
  2. Click the Search icon.
  3. Select Advanced Search.
  4. Under Type, select Invoice.
  5. Add the other filters to easily locate your sales transactions.

I can see how this functionality would be beneficial to your business. I encourage sending feedback directly to our Product Development team. This helps us improve the features of the program. I'll show you how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

Additionally, I've added an article that'll help you personalize your sales forms in QuickBooks Online. This helps you add details that matter most to your business: Customize Invoices, Sales Recepts and Estimates.

 

Please keep us posted if you need additional assistance managing your sales transactions. We're alwasy here to managing you out.

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