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S
Sschaub
April 1, 2024
Question

QBO search not working

  • April 1, 2024
  • 1 reply
  • 0 views

A newly added customer/invoice doesn't appear on the customer list. When I try to add it again, it says the name already exists. I tried to search for it, but the search doesn't locate it either.  I added the new customer,  entered a new invoice and received a payment.  Now it doesn’t show up in my customer list or any search, but it does show up if I want to make a Bank Deposit for their payment.  I have cleared cache, rebooted, signed in/out many times, tried and incognito window,  tried three different browsers and two different computers….nothing.  I finally had a huge fit and walked away for a few hours, came back and it’s there.  So, I started working again and it’s doing the same thing.  Any ideas?  I tried calling but the hold time was forever.  I’ve searched online for an answer, but most say it’s the cache.  

 

1 reply

R
Rasa-LilaM
April 2, 2024

Thank you for bringing this to our attention, Sschaub.

 

We value your time and effort in trying to get the Search feature functioning back to normal. Let me help and direct you to the right support that can resolve this matter on time.

 

We'll have to access your account and review your customer list to pinpoint the source of the issue. However, it requires us to access your account to perform this troubleshooting. 

 

That being said, I advise contacting our QuickBooks Online (QBO) Care Team for further assistance. They'll also assist you in applying the permanent resolution once it's available. 

 

Here's how to get the support information:

 

  1. In your company, tap the Help icon in the upper right to display the support window.
  2. Choose the Assistant tab and enter a brief description of your concern in the Type something bar.
  3. Press the Get help from a human link to see more options.
  4. In the How would you like to connect with us? section, choose Chat to initiate a conversation and Callback to speak with an agent.

 

For other ways to look for names and transaction types, click here to learn the complete information: Search for transactions in QuickBooks Online.

 

Furthermore, utilize these resources to guide on how to deal with duplicate names, as well as methods to manage sales and customer-related activities. Feel free to open each one to access the guide:

 

 

Stay in touch if you need further assistance getting your way around QBO or have additional questions on how to use the Search feature. I'm always ready to provide the help you need. Have a good one, Sschaub.

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