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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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Replying to:
MariaSoledadG
QuickBooks Team

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I'm here to get the help you need, usercherish.

 

Normally, you can use advanced search for customers, vendors' transactions, reports, or accounts. Aside from that, you can also search from there by name, address, amount, and date. If you're trying to search for a specific transaction, you'll have to make sure that you know the reference number so you can type in the search filter. I've added a screenshot for your visual guide.

advanced search.PNG
 If you're still unable to select for the previous transactions, I recommend reaching out to our support team to look into this further. They have the necessary tools to investigate and submit an escalation ticket if necessary. To reach out to them, follow the steps below.

  1. Select the Help menu.
  2. In the Assistant window, enter Talk to a human.
  3. Enter your brief concern in the field.
  4. Type in/click I still need a human until you see the Get help from a human option.
  5. Choose a way to connect with our support.

You may want to run a report in case you want to get the information you need. Please check out this article for your guide: Run reports in QuickBooks Online.

 

Reach out to us if you need further assistance about searching transactions. We'll be here to help.

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