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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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QuickBooks Team
QuickBooks Team

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This is not the impression we want you to experience, jbbehar.

 

QuickBooks Online (QBO) made a bunch of changes to the interface to give you a better experience and modified a lot of things to make it more user-friendly. The "NEW" advanced search is only available when accessing your QBO account on the web. To learn more about our new functionality of Advanced Search, check out this article: Search for transactions in QuickBooks Online.

 

Also, the Advanced Search feature no longer includes the ability to search by description. However, there's an option for you to revert to the old interface. Here's how: 

 

  1. At the top right corner click the Magnifying icon 
  2. Below the pop-up window click the Advanced Search.
  3. At the top right click Go to classic Advanced Search.

 

a1.pnga2.png

 

 Once you're in the Classic Advanced Search, let me show you how to search for transactions using the description. Below the All Transaction Lines section, you'll find an option to select Line Description. In the third rectangular box, you can enter the description you want to search for. This will allow you to find the transactions based on their descriptions.

 

a3.png

 

If the option still doesn't appear, let's open your QuickBooks account in a different browser or private window to rule out any browser-related issues. Here are the keyboard shortcuts:

 

  • Google Chrome and Microsoft Edge: Ctrl+ Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If this works, return to your regular browser and clear your cache. Occasionally, the accumulated cache and cookies in the system can become outdated or corrupted, leading to unexpected behaviors. Additionally, you can switch to other supported browsers that are already installed, which is also a good alternative.

 

Moreover, in QuickBooks Online, you can run various reports and personalize them to gain insight into your business transactions.

 

You can connect with me again if you need further clarification regarding the advanced search feature. Just click the reply button below, and I'll get back to you. 

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