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TB_Michelle66
January 4, 2019
Solved

Searching by check number in New Top Search Bar

  • January 4, 2019
  • 3 replies
  • 0 views

I think I'm doing something wrong with the new top search bar because I can't seem to search for checks using only the check number or customer invoices using only the invoice number.  I have to click on Advanced Search, search by reference number and then enter the check or invoice number.

Best answer by AlcaeusF

Hello TB_Michelle66,

 

It would be my pleasure to help you find transactions using the check or invoice number in QuickBooks Online.

 

Can you share to me what happens when you search using the transaction numbers? Is it showing results after searching or none? Any details you could add would be appreciated.

 

Ideally, transactions should show when you use numbers through the search function. Let's isolate the issue by performing some basic troubleshooting.

 

We can start with logging into your QuickBooks account through a different browser. It will help us determine if the problem is related to your browser.

 

If you're able to use the search function without any problem, please go back to your regular browser and clear its cache. This process will remove unnecessary information and will start the system in a clean slate.

 

Please reach out to me here should you need any additional assistance, I'm here to serve you.

3 replies

AlcaeusF
AlcaeusFAnswer
January 4, 2019

Hello TB_Michelle66,

 

It would be my pleasure to help you find transactions using the check or invoice number in QuickBooks Online.

 

Can you share to me what happens when you search using the transaction numbers? Is it showing results after searching or none? Any details you could add would be appreciated.

 

Ideally, transactions should show when you use numbers through the search function. Let's isolate the issue by performing some basic troubleshooting.

 

We can start with logging into your QuickBooks account through a different browser. It will help us determine if the problem is related to your browser.

 

If you're able to use the search function without any problem, please go back to your regular browser and clear its cache. This process will remove unnecessary information and will start the system in a clean slate.

 

Please reach out to me here should you need any additional assistance, I'm here to serve you.

    T
    TB_Michelle66Author
    January 8, 2019

    Hello AlcaeusF,

     

    Thank you for your reply.  I have attached a picture of a check # that is a valid check in QBO but does not show up in the search when I type in just the check number.  The "old" search feature would have displayed it.   

     

    Thank you,

    Michelle

     

     

    J
    JonpriL
    January 8, 2019

    Thank you so much for your response, @TB_Michelle66.

     

    If you've already tried the steps shared by @AlcaeusF and still getting the same result, I suggest contacting our Customer Care team. They have additional tools that can check and review further why you're getting such experience and help you fix this in no time.

     

    To contact them:

    1. Go to https://help.quickbooks.intuit.com/en_US/contact.
    2. Choose QuickBooks Online.
    3. Select Search for something else.
    4. Scroll down the page, then click the Get Phone Number or Start a Message.

    Let me know if you have any other questions. It'll be my pleasure to help.

    J
    jceballos
    January 17, 2019

    Hi TB,

        Have you had any luck getting back to the old search bar? This is an on going issue that Intuit thinks they have fixed. We are still trying to get them to fix this for us, and it happened back in July last year to us. They'll try to have you clear a cashe and do other top level things that don't work.

     

    Please let me know if they're able to help.

    T
    TB_Michelle66Author
    January 17, 2019

    Hi jceballos,

    I tried switching to Mozilla and that seemed to work but just before receiving your email, I was trying to search for a check number and it didn't work.  I was in Chrome and did not try switching back to Mozilla.  I did not try clearing the cache either.  

    Please let me know if this helps.

    Thank you!

    A
    AldrinS
    January 17, 2019

    Thanks for getting back to us and sharing the steps you've tried, TB_Michelle66.

     

    I'd love to add to this discussion and provide additional clarification regarding the Search Tool issue.

     

    As jceballos mentioned, this is in fact an ongoing issue that our Software Engineers are currently investigating. Rest assured, this situation is duly noted and they're working diligently to quickly resolve this to get you back on track.

     

    You mentioned attempting the general troubleshooting steps already, so I wanted to make sure you've been added to the affected users' notification list. If you haven't already, please get in touch with our Support Team to be added:

     

    Contact QuickBooks Support

    1. Click the link to head to the Official Intuit Contact page.
    2. Select QuickBooks Online.
    3. Choose Solving issues & error messages, then Login.
    4. In section 2, Here's how to connect with a QuickBooks expert, click Get Phone Number.
    5. Once you're speaking with an agent, the reference number you can use to locate the Search Tool ticket is: INV-23192

    By doing this, you'll be signed up for scheduled email updates on our progress towards a solution.

     

    Please let me know if there's anything else you need, I want to make sure you're taken care of.

    A
    ArthurDavis
    May 21, 2019

    Is it really work, I think in some cases. But usually you need both.

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