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A
atrbsg
June 22, 2025
Question

find transactions by typing part of the name

  • June 22, 2025
  • 1 reply
  • 2 views

 

Hi,
Until this morning, I was able to quickly find transactions by simply typing part of the name and the amount — for example, typing "Smith 100" would show a $100 transaction to John Smith on 08/05/2025.
Now this no longer works — typing a name and amount together doesn't return any results.

Did something change in the search function? Is there a new setting I need to enable?

Thanks in advance!

 

1 reply

Z
ZuzieGQuickBooks Team
QuickBooks Team
June 22, 2025

I've got troubleshooting steps to help you successfully search a specific transaction in QuickBooks Online (QBO), Atrbsg.

 

Let's start by adding Intuit as a trusted site. Next, clear your browser's cached data and any cookies associated with Intuit. Additionally, your computer’s internet speed and web browser version can impact the software's performance. To ensure a smooth experience, please ensure that you’re using the latest version of your browser and have a stable internet connection.

 

You may also check this article for your future reference in categorizing your uploaded bank transactions: Categorize online bank transactions in QuickBooks Online.

 

Before we wrap up, I suggest you explore QuickBooks Live Bookkeeping to streamline your accounting, maintain precise financial records, and access professional support. This could free up valuable time, allowing you to concentrate on expanding your business.

 

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