QB Issue Resolution:

There’s an option to easily locate the customer message.

We can customize the Estimates by Customer Report to find the message displayed on the estimate. Let’s follow these steps below:

  1. Go to the Reports menu and search for Estimates by Customer report.
  2. Click Customize and select Rows/Columns.
  3. Click Change columns, then check the box in Customer/Vendor Message.
  4. Select Run report.

Once done, export the transaction to excel and use the command keys CTRL+F to search for keywords. This way you can easily locate the specific details on the customer’s estimate.

I also provided additional articles that you can use in your future reports.

Resolution for Issue 'How can I search any keyword that is under the message displayed on estimate? It won’t let me under advance search or custom field.' available: Yes (Solved).
Source: Intuit Community forum.

How can I search any keyword that is under the message displayed on estimate? It won’t let me under advance search or custom field.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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