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M
millage traker
January 20, 2022
Question

Search for Invoice with Item in description ??

  • January 20, 2022
  • 1 reply
  • 0 views

Hello There

 

I am trying to figure out how to search for a Item that is in the description of a invoice ??

I do work on Vehicles and would like to search for specific unit numbers.

Ever time i do a invoice i put the unit number in the description, example

Install wheels ( Unit 2049 )

 

I would like to search for 2049 and get every invoice with 2049 in the description

How would i go about doing this ??

I tried for a while and can't figure it out :(

 

Thanks

1 reply

J
JamesM4
January 21, 2022

Hi mileage tracker,

 

Welcome back to the Community. QuickBooks Online enables you to get your work done faster with the help of the powerful features included in the program. I'll be happy to show you how to search for invoices using invoice numbers.

 

The program gives you the flexibility to search for your transactions using the Advanced Search feature. In order to take advantage of this feature, click on the Magnifying glass at the top right of your account > once the search drop-down appears, click on the blue link that says Advanced Search > on the search filter, select Invoice, and specifically filter it to show the line description. After hitting Search, you'll be able to see the transactions you're looking for based on the search criteria you use.

 

I encourage you to try this out and let me know how you make out. I'll be one message away in case you need additional support.

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