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Leslie2557
Level 2

"Search your transactions" not showing my most recent transactions

Hello, 

 

"Search your transactions" feature is not working correctly. I did two receive payments for client invoices and when I go to "Search your transactions" window I can not see the payments. However, if I navigate to the invoice I can see the payment so I know it is there. 

 

Is anyone else having this problem? I called customer service and they said they can't help me unless I let them log into my computer which I can not do. I offered to send screen shots but they refused.

 

-Leslie

9 Comments 9
PBJ10
Level 6

"Search your transactions" not showing my most recent transactions

@Leslie2557 the Search Transactions feature is pretty broken most of the time. Sometimes you can paste the transaction number you're looking for, then delete the last digit or two and hopefully .what you're looking for will show up.

 

Unfortunately, the fact that this feature is broken so often and is painfully slow when  it does work is just a microcosm of the way Quickbooks online is broken and slow and getting worse. Over the past year, my team has convinced most of our employers to migrate to other accounting software due to the constant issues Intuit has been causing with Quickbooks.

 

If at all possible, you should consider doing the same in the new year.

JaeAnnC
QuickBooks Team

"Search your transactions" not showing my most recent transactions

I'll ensure to point you in the right direction to get the assistance you need to search for your transactions in QuickBooks Online (QBO), @Leslie2557.

 

Recently, we've received similar reports about the Search field not functioning as intended when viewing recent transactions. That said, I recommend reaching out to our customer support team. They're equipped to gather detailed information about the issue and potentially initiate a thorough investigation to resolve the matter promptly.

 

To do that:

 

  1. Go to the Help icon and click Contact Us.
  2. Provide a brief description of your concern and select Continue.
  3. Choose between Chat with us and Have us call you.

 

In the meantime, you can access your sales transactions directly on the All Sales page.

 

Additionally, you'll want to email or print your sales forms in QBO as another copy for recordkeeping.

 

Let me know in the comments below if you have other questions about searching for your transactions. Just reach out to us, and we'll be happy to lend a hand. Stay safe.

Leslie2557
Level 2

"Search your transactions" not showing my most recent transactions

Hello,

I already tried calling customer service but their only solution was to log into my computer and I am not able to allow that. Someone changed something because now the payments that were through ACH are showing up but the payments that were via check and deposited into "undeposited funds" are still missing.

-Leslie

amya-digestivehe
Level 2

"Search your transactions" not showing my most recent transactions

I'm having a similar issue. I keyed in a stack of invoices and I can't find them when I search with the invoice number or under the vendor name. However, when I go to rekey them it's telling me they are duplicate invoices.

ChiColorLabel
Level 3

"Search your transactions" not showing my most recent transactions

Apparently, this is a known, nationwide (USA) issue affecting all expense and income transactions. We noticed it this morning with Purchase Orders. After an hour on the phone, we also discovered it's for all other transactions as well. We found that creating purchase orders through a third-party tool that we use, seemed to work, while creating them through the QBO interface didn't... OR created them with old dates. For us, the defaulting date for the PO was 11/27/2024 and changing it to today's date would not generate a PO AT ALL.

 

The technician mentioned that we should not create any invoices as it might have unintended repercussions like duplicate transactions.

 

In summary... quite a mess we have and we're required to manually record all transactions to be entered at another time. What a nightmare!

aes74
Level 2

"Search your transactions" not showing my most recent transactions

Yes, having current same problem. Also spoke with two other independent bookkeepers with the same issue. We both spent significant amount of time creating journal entries that showed as saved correctly and then have disappeared as if it never existed. Logged in and out, etc. So frustrating I have so much work to do.

ShyMae
QuickBooks Team

"Search your transactions" not showing my most recent transactions

It can be concerning to have invoices go missing. I appreciate you Amya, ChiColor, and Aes for letting us know about this. You concern about this matter is understandable. 

 

Upon checking here, we still have an ongoing investigation (INV-115473) where customers like you are unable to view new money in/out transactions in search or recent transactions.

 

Please be assured that we are taking your concerns seriously. Our dedicated product engineering team is actively working to examine it and develop a comprehensive solution.

 

To be added on the list of affected users, I suggest contacting our QuickBooks support team. This way, you'll receive an email when this will be resolved.

 

Here's how you can reach them:

 

  1. Head to the Help icon, then the Search tab.
  2. Type in Contact Us in the search bar.
  3. Click Contact Us.
  4. Choose the Chat or Callback option.
     

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In the meantime, we can run an invoice report to view all the invoices you created. Doing so will ensure we can check if there are any duplicate transactions, Amya. Here's the step-by-step guide:

 

  1. Head to the Reports menu, then enter Invoice List on the search bar.
  2. Set your preferred Report period.
     

 

Once you've received a payment from your customer in the future, you can record it in QuickBooks to mark the invoices as paid.

 

We appreciate your patience and understanding as our product engineers diligently work to resolve the issue. We are committed to ensuring everything is sorted out as quickly as possible. If you have any other concerns or questions, reach out to us without hesitation.

Leslie2557
Level 2

"Search your transactions" not showing my most recent transactions

After some time (24 hours?) my transactions showed up and I was able to match them to bank transactions but it was not immediate. I just processed another customer payment and the transaction is not showing up. It was an ACH payment and it is not showing up as a match to the bank transaction and when I go to "Search your transactions" I see "Something is not right. This is a new feature we're trying out, and it might not always work. Try again later."

 

This is nuts. How can doing normal accounting work be considered "a new feature".

 

-Leslie

aes74
Level 2

"Search your transactions" not showing my most recent transactions

Exactly. The only way I could find my work was in the COA. It didn’t show up ANYWHERE else. 

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