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June 5, 2023
Question

The search function did not work for the transactions beyond two years.

  • June 5, 2023
  • 1 reply
  • 0 views

I tried to search for the transaction of a specific voucher number dated over two years using the search icon. However, I could not see any transaction on the search function before June 5, 2021. 

How can I use the search function to search the old transactions?

1 reply

June 5, 2023

Allow me to guide you on utilizing the search function to locate past transactions stored in your QuickBooks Online company, Malteser.

 

The search functionality may have a limit on the timeframe it can search within the date set up. To display transactions beyond June 5, 2021, specify a date range that includes the period you're interested in, allowing you to search for older transactions. Here's how you could do it.

 

  1. Go to the the magnifying icon.
  2. Click the Advanced Search link.
  3. Enter or select all necessary information in the available fields.
  4. Select the Date filter drop-down arrow.
  5. Choose Custom and enter your desired date in the From and To field.
  6. Hit Apply to reflect the changes.

If you get the same result, your browser may be experiencing an issue. Let's work together and isolate this behavior by following the steps below. 
 

  1. Log in to your QBO in an incognito window. A private window can help QuickBooks work efficiently. 
    Google Chrome: Ctrl Shift 
    Mozilla: Firefox and Microsoft Edge: Ctrl Shift P
    Safari: Command Shift N
  2. Clear the cache. It gives your browser a fresh start.
  3. Use other support browsers.

 

Feel free to visit this article: Search for transactions in QuickBooks Online. The search functionality in QuickBooks Online streamlines the process of locating transactions, ensuring it is both fast and convenient.

 

I'm always here to offer more help about retrieve transactions older than two years. Take care and have a great day.