How do I find an Invoice in QuickBooks?


In this hasty life, you might be busy and one day you find yourself searching for an invoice; but you are not able to find an invoice in QuickBooks. In such cases, you don’t know where you can find it because you are using this software for the first time and not much aware about the software. Don’t worry; this blog guides you on everything on how to find an invoice in QuickBooks.
There is a broad search function including various options where you can search your invoices easily without giving any efforts. Things you can use to search for an invoice are:
  • Make sure that you have a customer’s name,
  • The invoice amount
  • Date before using search function features.
The advanced search options having additional features including easily searches for information that is recorded in notes, provide you the descriptions, and memos.

Resolution to locate the QuickBooks invoice

Now let’s come to the point of “how do I find an invoice in QuickBooks?” So, here are the following steps that you need to follow to start searching your transaction:-

Searching for invoices by Customer

Step 1: Search for the Sales tab and look for customers section via online QuickBooks
Step 2: Type the name of the customer that you are searching for in the customer section
Step 3: After that, you are able to see a complete list of the customer’s invoices
Step 4: Click on the header column to sort them as per date
Step 5: Then use the filter menu that helps you to narrow the desired information
Step 6: Select any of the invoices in the appeared list
Step 7: Open it and edit accordingly.

Searching for invoices in QuickBooks

Step 1: Go to Toolbar and click on the Magnifying Glass
Step 2: Fill out all the mentioned information including date, amount, and invoice number that you are searching for
Step 3: Select the desired transaction
Step 4: In case, there is no results appear on the screen
Step 5: Then, go to the advanced search option
Step 6: You can set the filters in order to find the type of date that you are looking for.

You can even use the below-mentioned filter steps for all transactions of the last 30 days

  • Initially, you need to change the reference number as per the last changed date
  • Then change Today to previous 30 days
  • Go to search options that provide you a list of transactions
  • Adjust the filter accordingly
  • Sort out the list after changing the last changed date to a specific amount
  • At last, click on Add Filter.
If you want to make your search at the ease, you start searching the invoice with the help of the customer’s name that has explained in the above steps.

How to reach us?

In case, if you still facing issues to find an invoice in QuickBooks then it is recommended that clear all cache and available cookies from your browser. Sometimes, this helps you to fix most of the issues available on the sites. Do follow all the mentioned steps that help you to find the desired invoice in the minimum time frame. If you want more information or have another query then reach them out to QuickBooks customer helpdesk without any hesitation. They are available 24*7 to assist you and resolve your query efficiently.

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