Can you search description in QuickBooks?

Posted on by Jessy Collins

Can you search description in QuickBooks?

Click on the magnifying glass at the top center on your home page. Click on the Advanced Search hyperlink. Filter your search by selecting Invoices, Memo, and Contains or Equals. Enter the memo you’re looking for in the field and click on the blue Search button.

How do I find an invoice summary in QuickBooks?

How to do summary invoicing in QuickBooks?

  1. Open any invoices.
  2. Click Customize at the bottom and choose Edit current.
  3. Select the Content bar and click the Table or the middle section of the previewed invoice on the right.
  4. In the Account summary section, put a checkmark in the Show invoice checkbox.
  5. Click Done.

How do you search invoices in QuickBooks?

You can use the built-in Search icon in the program to find the invoice using the amount.
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Here’s how:

  1. Click Sales in the left panel and choose Invoices.
  2. From the Invoices tab, press CTRL + F key on your keyboard.
  3. Enter the amount on the Finder box.
  4. This will highlight the transaction with the same amount.

How do you I change the invoice description on QuickBooks?

Here’s how:

  1. Go to your Invoices page and click the drop-down under the Action column on the invoice that you want to edit.
  2. Select Edit.
  3. On the page that appears, click the description of the invoice to edit the content.
  4. Once you’re done, click the Save invoice item button.

How do I search for something in QuickBooks desktop description?

Find transactions

  1. Select Edit, then select Find.
  2. In the Search window, select Go to Find.
  3. From the Find window, go to the Filter column and select the type of information you’re searching for.
  4. Enter your search criteria in the fields beside the filter type.

How do I do an advanced search in QuickBooks?

Advanced Search help

  1. Go to the Search icon at the top.
  2. Click the Advanced Search link.
  3. Select the transaction you want to show, like the Invoices.
  4. In the lower box field, choose Line Description, then Contains and type in the specific term you want to search.
  5. Click Search.

How do I run an invoice report in Quickbooks?

Click on INVOICES and a list of invoices will be displayed. Select the DATE range that includes the specific date range that you want (e.g. Last Fiscal Year for any invoices you want from last year) Click the RUN REPORT button at the bottom of the list of invoices and select VIEW AS A REPORT.

How do I open an invoice report in Quickbooks?

In your company, tap the Reports menu on the left panel to enter Open Invoices in the search field. This will take you to a page that shows all open invoices. From there, click the Report period drop-down and select All Dates.

Where is the Find function in QuickBooks?

How to use the “find” feature in QuickBooks – YouTube

Can you customize QuickBooks invoices?

QuickBooks uses your default template each time you make a new invoice, sales receipt, or estimate. You can select a different template for specific transactions directly from the form: Create or open an existing invoice, sales receipt, or estimate. Select Customize in the footer.

How do I change invoice terms in QuickBooks desktop?

Here’s how:

  1. Click on the Gear icon at the top right.
  2. Select All Lists under Lists.
  3. Choose Terms.
  4. Select New to add a new one.
  5. Click the arrow under Action, then choose Edit to change.
  6. Select Make inactive to hide the term you don’t need.

Where is advanced search in QuickBooks desktop?

How do I search for a product in QuickBooks?

In the Item column, click the drop-down and select Find & Select Items. In the Find field, search for the item with specific characteristics. Then, choose either Description or Custom Field in the All Fields drop-down. Select Search.

Where is advanced search in QuickBooks online?

QuickBooks Online

In the upper right corner click on the magnifying glass. Next, in the lower right corner of the pop out menu click the Advanced Search hyperlink. (Tip: The advanced search works much better than just the basic search.)

How do I get a list of invoices in QuickBooks desktop?

Go to the CUSTOMER CENTER. Click on the TRANSACTIONS tab (not the New Transactions menu!) and a selection list will be displayed. Click on INVOICES and a list of invoices will be displayed.

Where do you find the open invoices report?

Displaying the Open invoices reports in QuickBooks Online – YouTube

Where do you find the open invoices Report?

How do I create an open invoice Report in QuickBooks desktop?

How to generate report for open invoices at specific date.

  1. Pull up the Open Invoices Report.
  2. Click the Customise button.
  3. In the Filter section, tick the A/R Paid box.
  4. Make sure to include all the details you need to generate on the report.
  5. Set the reporting date correctly.
  6. Click Run report to reflect the changes.

How do I search for expenses in QuickBooks?

Searching expenses

  1. Click the Magnifying Glass icon.
  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.

How do I edit invoice template in QuickBooks Premier?

Here’s how:

  1. Click the New Icon (+).
  2. Choose Invoice.
  3. From the bottom portion of the Create Invoice window, click the Customize link.
  4. Select the invoice template you want to use.
  5. Enter the invoice details.
  6. Click the Save and Close button.

What are the three options for customizing invoices in QuickBooks?

Our layout screen is user-friendly and gives you all your options in three tabs: Design, Content, and Emails.

  • Design – this is where you can edit/add your logo, add some color and choose your font.
  • Content – here you can edit your information, add website/address, and change labels and their widths.

How do I find terms in QuickBooks?

Go to Lists at the top menu bar, then choose Customer & Vendor Profile Lists. Select Terms List. Go the bottom of the page, then click on the drop-down for New.

How do I fix terms in QuickBooks?

Manage payment terms

  1. Go to ⚙ Settings, then select Configuration.
  2. Select the Payment Terms tab.
  3. Select the payment term you want to edit.
  4. Make the changes you need, then select Save.

How do I search for a category in QuickBooks?

Category when searching

  1. Go to the Expenses tab and select Expenses.
  2. Click on the small Gear icon.
  3. Click Show More.
  4. Put a checkmark on the Category box.

How do I search transactions in QuickBooks online?

Search for transactions using the magnifying glass
Select the Magnifying Glass. Enter the date, amount, or transaction number you’re looking for, then select the desired transaction. If the transaction you’re looking for does not appear on the results list, select Advanced Search.