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M
mcglynnhaysandco
November 12, 2023
Question

Advance Search - New Format for QB Online

  • November 12, 2023
  • 4 replies
  • 0 views

What happened to the option to search by description in "Advanced Search"? This wass most useful field for me, and I do not see it - is it hidden somewhere?

    4 replies

    AldritchM
    AldritchM
    November 12, 2023

    Welcome back @mcglynnhaysandco.

     

    QuickBooks Online made a bunch of changes to the interface give you a better experience. And modified a lot of things to make it more user-friendly.

     

    I understand that using the Advanced Search feature to search for transactions was the most helpful option for you. However, it seems that the new interface no longer includes the ability to search by description. However, there's an option for you to revert back to the old interface let me take you there:

     

    1. At the top right corner click the magnefying icon 
    2. Below the pop up window click the Advanced Search.
    3. At the top right click Go to classic Advanced Search.

     

     

    Once you're in the Classic Advanced Search, let me show you how to search for transactions using the description. Below the All Transaction Lines section, you'll find an option to select Line Description. In the third rectangular box, you can enter the description you want to search for. This will allow you to find the transactions based on their descriptions.

     

     

    I would like to provide you this article to with our new functionality of Advanced Search: Search for transactions in QuickBooks Online

     

    If you have any questions or run into any issues with the new QuickBooks Online interface, just let me know here. I'm here to help you out whenever you need it.

    BigRedConsulting
    BigRedConsulting
    November 12, 2023

    @AldritchM  RE: With the new interface of QuickBooks Online a lot of things were modefied to have a better experience for you guys.  I understand that using the Advanced Search feature to search for transactions was the most helpful option for you. However, it seems that the new interface no longer includes the ability to search by description.

     

    Well, then, it's not a better experience, is it? So, I guess you've failed.

     

    Also, "you guys"?  Really?

      W
      wcaa1
      November 14, 2023

      The advanced search changed now I cannot search for line descriptions nor search for just the last 4 digits of an invoice rather have to enter the whole thing. CHANGE IT BACK TO THE WAY IT WAS. IF SOMETHING WORKS WHY CHANGE IT.

        J
        JH_2023
        December 7, 2023

        ABSOLUTELY. If something works well why change it?! I need to get back to the classic search and can't figure out how to get back to it. There are so many things wrong with the new advanced search I must get back. It affects my job in a HUGE way in a negative backwards way. This was anything but an improvement - it was going backwards/took away helpful tools.

          M
          Melissa Rollins
          June 1, 2024

          Attention Everyone. This is how you make it work again. 

           

          For anyone using QBO and feeling frustrated by the new advanced search functionality ... On the "Search your transactions" page (new layout), hit the gear icon on the right, then check off "Balance" and "Memo".
           
          Now use the search your transactions menu as you formally used the search by memo menu (classic layout). Enter the memo keyword in the search your transactions space, then hit the magnifying glass.
           
          All of the formal functionality of the class advanced search by memo will return, with the promised more functionality of the new layout.
           
          Now if QBO would make the search your transactions page sticky, after I receive each payment, that would be great.
            M
            Melissa Rollins
            June 1, 2024
            For anyone using QBO and feeling frustrated by the new advanced search functionality.
             
            On the "Search your transactions" page (new layout), hit the gear icon on the right, then check off "Balance" and "Memo".
             
            Now use the search your transactions menu as you formally used the advanced search, search by memo menu (classic layout). Enter the memo keyword in the search your transactions space, then hit the magnifying glass.
             
            All of the formal functionality of the class advanced search by memo will return, with the promised more functionality of the new layout.
             
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