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AC2020
January 6, 2020
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Advance Search

  • January 6, 2020
  • 1 reply
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How can I search any keyword that is under the message displayed on estimate? It won't let me under advance search or custom field.

Best answer by ReymondO

There's an option to easily locate the customer message, @AC2020.

 

We can customize the Estimates by Customer Report to find the message displayed on the estimate. Let's follow these steps below:

 

  1. Go to the Reports menu and search for Estimates by Customer report.
  2. Click Customize and select Rows/Columns.
  3. Click Change columns, then check the box in Customer/Vendor Message.
  4. Select Run report.

Once done, export the transaction to excel and use the command keys CTRL+F to search for keywords. This way you can easily locate the specific details on the customer's estimate.

 

I also provided additional articles that you can use in your future reports.

Should you have any further questions or concerns on tracking your business, please let me know. I'll be happy to help.

1 reply

R
ReymondOAnswer
January 6, 2020

There's an option to easily locate the customer message, @AC2020.

 

We can customize the Estimates by Customer Report to find the message displayed on the estimate. Let's follow these steps below:

 

  1. Go to the Reports menu and search for Estimates by Customer report.
  2. Click Customize and select Rows/Columns.
  3. Click Change columns, then check the box in Customer/Vendor Message.
  4. Select Run report.

Once done, export the transaction to excel and use the command keys CTRL+F to search for keywords. This way you can easily locate the specific details on the customer's estimate.

 

I also provided additional articles that you can use in your future reports.

Should you have any further questions or concerns on tracking your business, please let me know. I'll be happy to help.

    T
    Tkiser14
    May 22, 2020

    When I do the advanced search, the is one amount in the whole list that is Bold.  Why is that happening? 

    R
    ReyJohn_D
    May 22, 2020

    I'm glad to have you here in the Community,@Tkiser14.

     

    If you followed the steps in the previous reply, the bold amount is usually the total amount of the estimate. This is because Excel will only depend on the data being exported from QuickBooks. Hence, it will show the same format after the export process.

     

    Moreover, you'll want to get personalized details for your reports. To do this, you can customize it in QuickBooks Online. Refer to this handy article for the details how: How to customize reports in QBO?.

     

    Hit the Reply button if you have more questions about your estimates in QBO. I'll be here to help you. Stay safe,@Tkiser14.

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