Skip to main content
September 5, 2023
Question

How do you do CONTROL FIND in QB Online

  • September 5, 2023
  • 1 reply
  • 0 views

In the regular QB you´ll search with CONTROL FIND by name, memo etc etc.

How do you do that in QB ONLINE

1 reply

September 5, 2023

Welcome to the Community, @TAZIA.

 

I'm here to guide how to search by name, memo, etc. Let's utilize the advanced to do this.


Here's how:

 

  1. Log in to your QBO account.
  2. Click the magnifying glass at the top right of your screen.
  3. Tap the Advanced Search option at the lower part of the window.

 

With the New Advanced Search, you can directly specify the date range for transactions or the transaction type, customer, vendor, and account. This helps you find the specific data you're looking for.  In the Classic Advanced Search, you'll have to click the Add Filter option to filter the date range for transactions.

 

The articles listed below are excellent resources. This will show us how to search for a specific transaction, customer, or vendor name in QuickBooks Online, as well as how to search custom fields:

 

 

I'm always here to help if you have any other concerns or anything in QuickBooks. I'll make sure to get back to you as quickly as I can. Have a good one.