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wjallmand
Level 2

Why can i no longer search my invoices for key words? the notes tab is gone. my online looks like self employed now.

i was able to search by addresses i put in notes. 
now i can't find old invoices. dates and invoice numbers do me no good. 
3 Comments 3
Maybelle_S
QuickBooks Team

Why can i no longer search my invoices for key words? the notes tab is gone. my online looks like self employed now.

I can assist with your invoice concern, wjallmand.

 

Currently, we're investigating invoice searching issues in QuickBooks Online (QBO). Please be assured that our engineers are working diligently to resolve this problem.

 

I recommend contacting our QuickBooks Support Team so that you'll be added to the list of affected users. This way, you'll receive email updates on the investigation's status and be notified once it's been resolved. To expedite the transaction, provide this investigation number INV-94899.

 

Here's how. 

 

  1. Go to the (?) Help icon.
  2. Select Talk to a Human.
  3. Enter a short description of your concern.
  4. Click on I still need a human.
  5. Tap Contact Us to connect with our live support.
  6. Choose to Get a callback.

 

Additionally, you can refer to this article on viewing sortable lists of transaction types. It allows you to click on any column header to sort the list and use the search bar to filter the results further: Search for transactions

 

I'm also adding this link about the new update with an estimate and invoice layout for QBO that can help you land jobs, keep work moving, and get paid faster: See what's new with estimates and invoices.

 

Keep me posted if you have other questions about searching invoices or other transactions in QuickBooks. I'm always here to help. Take care.

wjallmand
Level 2

Why can i no longer search my invoices for key words? the notes tab is gone. my online looks like self employed now.

i was entering customer information in the "message to customer" section.

i was able to do a search in invoices and it would bring up every invoice that

had a name or address in that line. now it will not do so.

 

while it is frustrating currently. i have figured how to avoid this problem by creating

new sub customers under my builders. that way ill never lose an invoice in a sea of

#'s and can go directly to it easily.

wjallmand
Level 2

Why can i no longer search my invoices for key words? the notes tab is gone. my online looks like self employed now.

i was entering customer information in "message to customer" section.

i was then able to do a search under invoices to pull up all invoices with the same 

key words. now i can not.

 

i found a solution to add sub customers or "jobs" which has the correct info in a

better field.

 

problem avoided.

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