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pourvi999
Level 1
posted
‎February 15, 2020 07:59 AM
last updated ‎October 05, 2020 8:20 PM

Where to find search box in invoices list? Is there any particular settings to get search box?How to search particular invoice with invoice number?

 
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1 Comment 1
svaishnavi
Moderator
Moderator
‎February 16, 2020 08:30 PM

Where to find search box in invoices list? Is there any particular settings to get search box?How to search particular invoice with invoice number?

Hi Pourvi,

Welcome to QuickBooks Community!

 

Here are the steps to searching for transactions in QBO:

 

  1.     Select the Magnifying Glass on the Toolbar.
  2.     Enter the date, amount, or transaction number you’re looking for, then select the desired transaction.
  3.     If the transaction you're looking for does not appear on the results list, select Advanced Search.
  4.     Adjust the filters to find the type of data you want. 
  •         Change Reference no. to Last Modified Date.
  •         Change Today to Past 30 Days.
  •         Select Search. This should give you a list of transactions that meet your filters.
  •         Narrow the list by changing the Last Modified Date to Amount. Choose Equals from the second drop-down, then type 100.
  •         Select Add Filter. 

To make the search easier, you can search up the invoices associated with that customer searching using the customer's name: 

  

Search by Customer Name

  1.     From the left menu, select Sales, then Customers.
  2.     Select a customer to view the transactions.

If you're still having issues with searching. I recommend clearing cache and cookies on your browser. 

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