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dennis60
April 9, 2023
Question

Is there a fix for QuickBooks search frequently not finding transactions like invoices that exist in QuickBooks?

  • April 9, 2023
  • 1 reply
  • 0 views
Using the online versions of QuickBooks and searching for invoices by invoice number has become sporadic, returning "not found" results, even though the transactions exist and can be found manually by going to a customer account and drilling down.

1 reply

MariaSoledadG
MariaSoledadG
April 9, 2023

Let's make sure to fix the no-matching transactions issue in QuickBooks, dennis60.

 

This happens if you sometimes experience an overload browser which causes problems with loading or formatting issues, missing images, buttons that don't respond when clicked, and most especially odd behavior when searching for transactions. 

 

You'll want to log in to your account using a private browser (incognito) to check if you're still seeing the error. I've provided the shortcut keys below so you can follow them:

 

  • Press Ctrl + Shift + N (Google Chrome)
  • Ctrl + Shift + P (Firefox)
  • Control + Option + P (Safari)
  • Press Ctrl + Shift + N (Microsoft Edge)

 

Once done, double-check if you're able to search for the invoice. If so, return to your default browser and clear the cache so you'll be able to work with a clean slate. Your cache and extensions are probably interfering with the scripts QuickBooks is trying to run on the page. Otherwise, you'll want to switch to a different browser.

 

Moreover, QuickBooks offers different kinds of reports that cater to your business needs. You'll want to customize them to make sure you get the data you need most. I've added this article for more information: Customize Reports In QuickBooks Online.

 

Reach out to us if you have any questions about invoices or anything with your transactions. I'll always make sure to get back to you.

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dennis60Author
April 10, 2023

Maria,

THANK YOU for your promot and detailed response.

 

I tried evrything you suggested without success. Upon futher investigation however, I discovered the issue we're encountering is caused by the QuickBooks default filter setting date which prevents finding any transaction via search prior to that QuickBooks default date. The only way for search to find transactions prior to the default date, is if users use advanced search and change the date filter manually every time you perform a search.

 

Unfortunately, we could not find this default date filter mentioned anywhere in the QuickBooks help system, nor could we find any way to set the system default filter date to one of our preference, which is a design shortcoming with the software. In our business, we're frequently searching for prior transactions with our clients to assist them with trends, projections and the like.

 

Previously when using the QuickBooks APP, we never encountered this default date limit and since the desktop app was discontinued it's become a major inconvenience. 

 

The permanent default date filter should be a user preference setting, NOT an arbitrary one set by QuickBooks

    L
    LeizylM
    April 10, 2023

    Hi there, dennis60.

     

    The option to set the system to a permanent default filter date isn't available in QuickBooks Online (QBO). Having this feature would be great.

     

    Please know that we're constantly taking your suggestions while making product updates to enhance our customer's experience with program features while using QuickBooks. It's best to send this Feedback to our Product Development Team. 

     

    Here's how:
     

    1. Select the Gear icon at the top, then Feedback.
    2. Enter your comments or product suggestions then select Next.
    3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send a message.
    4. From the drop-down, choose the appropriate category, then select Send a message.

     

    For your reference, check out this link: How to Submit Feedback.

     

    See these resources to learn more about setting your own numbering preference and personalizing invoices:

     

     

    Always feel free to leave your comments below if you have other questions about managing invoices. It'll be my pleasure to help you. Have a great day.

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