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November 15, 2022
Question

Previously with desk top qb - you could type an amount and then find all invoices related to that amount - it was easy. qb on line does not seem to have this option ?

  • November 15, 2022
  • 1 reply
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1 reply

November 15, 2022

I know a way to search the transactions, angela-eradicato,

 

QuickBooks Desktop and QuickBooks Online have different ways of locating transactions. In the online version, let's use the Magnifying Glass button to locate the invoices by amount.

 

Here's how:

 

  1. Select the Magnifying Glass and then click Advanced Search.
  2. On the search fields, select Invoice and Amount.
  3. Add the amount on the Enter amount filed.
  4. Once done, click on Search.

 

For more details, please see this article: How to Search for Transactions in QuickBooks Online.

 

I can see how important it is to add the search option to QuickBooks Online. With this, I'd recommend sending feedback to our Product Development team. This helps us improve the features of the program. I'll show you how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

I've also added an article that'll help you find transactions in the register. It has filtering and sorting tools that speed up your search: Locate Data in Account History.

 

Don't hesitate to let me know if I can be of additional assistance in searching for your transactions. I'm always here to keep helping. Have a good one!