How to add search field to identify customer with the account number

Hi there, 

QuickBooks Online makes finding transactions quick and easy with the search function. I'd be happy to show you how it works. 

Note: If you need to find transactions in your account history, see Find a transaction in Account history.

Search for transactions using the magnifying glass

1. Select the Magnifying Glass.
2. Enter the date, amount, or transaction number you’re looking for, then select the desired transaction.
3. If the transaction you're looking for does not appear on the results list, select Advanced Search.
4. Adjust the filters to find the type of data you want. For example, use the following filters to find all transactions from the past 30 days with a value of $100.
   1. Change Reference no. to Last Modified Date.
   2. Change Today to Past 30 Days.
   3. Select Search. This should give you a list of transactions that meet your filter criteria.
   4. Narrow the list by changing Last Modified Date to Amount. Choose Equals from the second ▼ drop-down menu, then type 100.
   5. Select Add Filter.

Note: You can customize your results by selecting the small Gear icon above the search results, then choose the columns you want to display.

If you have further questions, feel free to contact our support team using this link here.