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StartingOffTOTALLYBlindHere
August 30, 2024
Question

I am UTTERLY CONFUSED WITH SEARCHING FOR PRODUCT IN QB ONLINE...HELP PLEASE!

  • August 30, 2024
  • 1 reply
  • 0 views

Ok...so another post from me...newb to the online version, andso far hating every bit of it, mostly...

 

But i'm used to very powerful search funcions in my previous inventory mgmt software that we gave up....for THIS... 😠

 

But i need to know how to effectively search part# and within descriptions with more than just 1 key word, or 2 key words...

 

for example...

 

I have hundreds of items that may say

 

"TP-Link Switch..." all at the beginning of teh description, but some will then say 48-pt with PoE, 2 SFP ports, and others that might say 24-pt with poe, 2 sfp ports, or some that might be 4-pt (WITHOUT THE POE OR TEH SFP but instead might say "managed?

 

So if i'm looking for a "switch 48 poe managed" QBO RETURNS NOTHING.  When clearly there are items that contain that combination of text, just not necessarily strung together that way or in that exact  order...

 

So how in the heck can i master searching when the descriptions or part#'s are farily complicted with various potential key words and hundres of variations, such that pulling up TP-link and just scrolling through whatever comes up would NOT WORK...plus teh descriptions are oversized and can't even see them all to know which i'd be selecting...

 

Who if anyone can help me with this...

 

I'm used in my old system to be able to say "tp-link%48%sfp%managed" and as long as some of all of those key words were SOMEWHERE in the desc or part# i'd get good results... NO SUCH LUCK IN QB so far tho

1 reply

J
Jelayca V
August 31, 2024

I can see how crucial it is for you to efficiently locate products in QuickBooks Online QBO), especially given the complexity of your inventory. I'm here to help you overcome these challenges and find a way to streamline your searches.

 

To begin, please know that QBO gives you the flexibility to filter and sort items that can make your search process more manageable same as in QuickBooks desktop (QBDT). 

 

However, if you mean to search your products or services using the magnifying glass icon on the upper right corner of your screen, please note that this feature primarily displays transactions and may not yield the results you seek for inventory items.

 

Instead, I recommend exploring the Products & Services tab in QBO, specifically designed for finding your inventory items.  You can use the dedicated search bar to enter relevant keywords or phrases, helping you quickly locate exactly what you need.

 

However, if you have already searched for your items in this tab and still can't find your items, we can troubleshoot to see if the issue is related to your browser. Let's start by accessing QBO in your browser’s incognito to check if the outdated cache is causing the issue. Depending on the browser, you can utilize the following keyboard shortcuts:

 

  • Google Chrome and Microsoft Edge: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If you're able to search for your items, please proceed to clear your browser's cache for a fresh start. Alternatively, I recommended using other devices and supported browsers to see if you can easily search for items using just keywords.

 

Furthermore, you can use the Go to Transactions search feature in QuickBooks to help you quickly find specific transactions related to your items. Additionally, you can also run reports to get a comprehensive overview of your business' finances.

 

You can always click the Reply button if you have further questions about managing your inventory in QuickBooks. I will always be here, as well as the Community folks, to help. Take care.

S
StartingOffTOTALLYBlindHereAuthor
August 31, 2024

Thanks for your reply.  And while i am aware of the information you provided, I did specify the nature of the issue being the detail level of search.  I gave hopefully clear examples of what i'm referring to in the post, if you might review that part for those details.  So if you have any help in that regard, please do share.

 

And I do have to apologize that i hadn't quite specified well enough... 

As far which search location, i'm MOSTLY referring to including the Prod/Serv location  search, but mainly I'm referring to the IN-ESTIMATE, or IN -INVOICE search while inputting items In the products/service field. 

 

Hope this helps to better clarify my questions 

Bryan_M
Bryan_M
August 31, 2024

Thank you for clarifying your concern here, @StartingOffTOTALLYBlindHere.

 

Let me add info about placing items in the Products/Service field from the Invoice and Estimate section.

 

When creating an invoice or estimate, you can search for the item in the Product/service field using the unique description you named it.

 

If the item doesn't show, I suggest following the basic troubleshooting steps my colleague provided above to identify if it's a browser-related concern.

 

If the issue persists, I recommend contacting the QuickBooks Online (QBO) Care Team. They have the right tools to review the items of your account and see why it won't show every time you create an invoice or estimate. Then, provide you with a solution.

 

Here's how:

 

  1. Click the (?) Help icon.
  2. Select the Search option and enter a brief description of your concern in the provided field. Then, press the Enter tab on your keyboard.
  3. Click the Contact Us icon below.
  4. Choose either Chat or a Callback.

 

You may want to control the price of your items in QBO. Check out this article to learn how: Set price rules in QuickBooks Online.

 

Feel free to return here if you have additional questions about locating or managing your sale items in QBO. We'll be willing to help. Keep safe, and have a good one.

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