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BDA313
January 16, 2024
Question

Advance Search

  • January 16, 2024
  • 3 replies
  • 0 views

Hello, 

We use QB desktop.

For our business we deal with container #s.  Each container # is entered into the 'MEMO' line so we can advance search 'MEMO' with our container # to see the breakdown of payables and receivables.  We are starting to run into an issue that container #'s from previous years are now populating if it is a duplicate.  Is there a way to only see the current year when searching this way?

3 replies

JamesAndrewM
January 16, 2024

It's nice to see you again here in the forum. I see you encountered an issue with seeing container numbers from previous years when using the Advanced Search feature. I'll impart information and guidelines to help you get through this.

 

In QuickBooks Desktop, to address the issue of seeing container numbers from previous years when using the Advanced Search feature, you can apply a filter to display only results from the current year.

 

Here's how you can do this:

 

  1. Go to Edit, then select Find.
  2. Look for the option to add a filter or customize the search criteria.
  3. Add a filter for the Date and set it to show only results from the current year.
  4. Choose Memo and enter container numbers to search for the related transactions.
  5. Click Find.

 

By applying this filter, you should be able to limit the search results to display only container numbers from the current year, helping you avoid seeing duplicates from previous years. Let me know if you need further assistance with any QuickBooks-related concerns. I'll be sure to help you ASAP! Have a great day ahead!

BDA313Author
January 16, 2024

thank you for the quick response.  is there a way to keep this filter on or do i have to apply the filter each time?

MadelynC
January 16, 2024

Thanks for reaching back out, @BDA313. Allow me to chime in and address this query for you.


In QuickBooks Desktop, the Advance search filter settings aren’t retained once you close the search window. This means that you'll need to reapply the filter each time you perform a new search.


While QuickBooks Desktop doesn't have a native feature to keep the advanced search filter on by default, saving custom reports with specific filters can help streamline your search process.


To do that, you can run a report and filter it to display the information you need. Once done, memorize it so you don’t have to perform the same customization process.


Moreover, the Combine Reports feature in QuickBooks Desktop allows you to merge multiple statements into a single Excel worksheet. This feature is useful when you want to consolidate data from different reports or company files for analysis, comparison, or presentation purposes.


You can leave a message anytime if you need further assistance or have other concerns managing your data in the program. We’ll always be here to help, @BDA313.

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