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LisaO17
May 28, 2024
Question

Transaction Search

  • May 28, 2024
  • 1 reply
  • 0 views

When I close an invoice (or PO) after I have searched for it, the search screen takes me back to a different file, not the one I just searched for.  So I have to type it in again to search for it.  

Is anyone else having this problem?

1 reply

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LouiseG12
May 28, 2024

Hi there, @LisaO17.

 

Let me share some troubleshooting steps so that you can utilize QuickBooks Online (QBO) smoothly and efficiently.

 

The issue might be caused by a data problem with your browser. At times, the browser stores frequently accessed data, which can result in unusual behaviors in any online platforms, including QBO. Let's access your account using a private browser by following the keyboard shortcut keys below:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Shift + Ctrl + P
  • Microsoft Edge: Ctrl + Shift + N

Once it works, return your regular browser and clear its cache to refresh the website's preferences. You can also use the different supported browsers as an alternative.

 

Moreover, I'm sharing these articles to help you modify the existing recurring template and create a personalize sales form inside QBO:

 


Feel free to revisit this forum if you have additional questions when performing different tasks with QuickBooks Online. We're always around to help.

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LisaO17Author
May 29, 2024

It does the same thing in other browser.  This started after you update last week.  It's not a browser issue.

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Erika_K
May 29, 2024

I appreciate the time and effort you have dedicated to following the troubleshooting procedures recommended by my colleague, LisaO17. Let me route you to the right direction of support channel to investigate this matter.

 

Since the troubleshooting steps didn't work, I'd suggest reaching out to our Support Team. They are equipped with the necessary resources for a screen-sharing session to further examine the cause of why you're currently experiencing this matter.

 

I'll show you how you can reach them:

 

  1. Go to the Help icon.

  2. Select the Search tab and hit Contact Us.

  3. Click the Ask about something else tab.

  4. Key in your concern and hit Continue.

  5. Choose a way to connect with us:
    • Have us call you - Get a call from a support expert.
    • Chat with us - Start a conversation with a support expert.

 

You can check out their support hours to determine their availability.

 

Our dedicated customer service team stands ready to assist you every step of the way, LisaO17. I understand that certain negative feelings can arise from technical challenges, and we are here to provide you with the support and guidance you deserve. If you have additional questions about managing your transactions, share them with me by commenting below. Keep safe!  

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