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T
tami24
July 17, 2025
Question

In QB Desktop one can search for question marks (?) in the Memo section. But in QB Online, when searching for question marks in the Memo section, nothing shows up. Why?

  • July 17, 2025
  • 5 replies
  • 23 views

I use "??" in the Memo section for any questions I may have for my clients, but now in QB Online, when I search for ? or ??, nothing comes up.

5 replies

K
Kurt_MQuickBooks Team
QuickBooks Team
July 17, 2025

We want to ensure we're providing the information you need to navigate through this in QuickBooks Online (QBO), @tami24.

 

Before anything else, we'd like to know if you're referring to customer transactions or information regarding your client's details. If so, you can visit their profile to gather the data needed. Here's how:

 

  1. On the left navigational bar, go to the My apps and select Customer Hubs.
  2. Click Customers.
  3. Select a customer to view their profile.

 

For visual reference, see the image below.

 

 

If you mean reaching out to your customers directly through QuickBooks for other inquiries, that feature isn’t available. You’ll need to contact them outside the software.

 

In case you’re referring to something else, please share more details in the comment section. This will help us respond quickly and give you the information needed to address your concern.

T
tami24Author
July 20, 2025

What I am referring to is, say, I enter a check or expense but I want to confirm with my client that I'm assigning it to the correct customer. In QB Desktop, I would put "??" in the Memo field of the check and do a search for "??" later, which would pull up all transactions that I needed clarification on.  Now, in QB Online, if I put "?" or "??" in the Memo filter when I "search transaction" and add "?" or "??," it will not show up.  Why? 

    M
    MoiraskyeTQuickBooks Team
    QuickBooks Team
    July 20, 2025

    I appreciate you taking the time to clarify your concern, Tami.

     

    To locate your check or expense successfully, we can use a descriptive text-based marker such as CheckSample or ExpenseSample, or any words instead of special characters like "??".

     

     

    Adding this marker during the process will make searches more reliable.

     

    In addition, you can efficiently track vendor payments within a specific date range by reviewing this article: Run a report with vendor totals.

     

    For further questions or concerns, please don't hesitate to let me know in the comments below. I'm here to help.

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