Matt Hart is the iLab architect. He’s visited hundreds of businesses and individuals, usually filing several patents during each project. He posted the first apps on this site.
This add-on to QuickBooks creates a KeySearch menu option when installed, and lets you quickly search your QuickBooks data to find things like serial numbers.
First, click on the download link and run the installer. If you were running QuickBooks, exit and restart. You'll see a new menu option next to Help called Innovation Add-ins, and Keyword Search is in that menu.
The first time you use Keyword Search, it indexes your QuickBooks data. It doesn't directly affect your QB data file, rather it creates a separate file for each company that you index. This initial index can take from several minutes to more than an hour, depending on the amount of QuickBooks data that you have. The tool will give you an estimated indexing time before you begin.
There is a checkbox that will be automatically checked the first time you select the KeySearch menu option. To increase the speed of the search results, the Keyword Search tool will refresh the indexes during the first daily use (refreshed with new, deleted, or modified data from the QB data file). You can click this Refresh Indexes checkbox to force it to refresh if, you've updated QB data and you want to find what they updated.
You're ready to search!. Just type something to find, anything. Amounts, names, descriptions, memos, notes, etc. When the results are shown, you can click on any colored, underlined text to jump directly to that data in QuickBooks.
If it turns out this does not meet your needs, you uninstall it by going to the Control Panel, selecting Add/Remove Programs, and clicking Change/Remove next Keyword Search for QuickBooks.
If something comes up that you need help with, just post a comment right here.
One of the original inspirations for this was to support the use of serial numbers in QuickBooks. Many users currently add the serial number to the invoice by typing it into an otherwise blank item description field, but locating that serial number later was difficult -- Keysearch finds serial numbers entered into description and memo fields.
Have an idea for Keyword Search for QuickBooks? Questions about using it? We want to hear from you! Please leave a comment or send us an email.
Page 2 of 8 pages < 1 2 3 4 > Last »
Bill Hamilton | 9/26/08 at 7:46 am
Keyword Search doesn’t appear to be searching my credit card registers (at least it isn’t displaying charges that I’ve made). Is this correct? Am I doing something wrong?
pam stuckey | 10/01/08 at 4:02 pm
I am quite ignorant in most areas of the the computer system, but quickbooks 2007 has kept me in order. Today something came up and I cannot figure out what to do.
I put our customers in a zip code last name basis and it has in the past been a breeze to pull up our clients; today no—the zip codes are not in sequence and I cannot figure out why this has happened. If there is a simple solution to the problem, please help me, if it is not a simple solution I will take your help. Thanking anyone in advance.
Matt
| 10/02/08 at 9:04 am
Hi Bill,
That is correct, Keyword Search doesn’t check credit card registers. You can see the areas of QB that it indexes by clicking setup.
- Matt H
Matt
| 10/02/08 at 9:05 am
Hi Pam,
I’m afraid I don’t know the answer to your ZIP codes question - you should visit quickbooksgroup.com - the QuickBooks forums, and ask your question there.
Keyword search should be able to locate your customers by ZIP code.
- Matt H
Nick | 10/24/08 at 4:58 pm
I’m getting an error from users that do not have administrative privelages in XP. The error I get is some kind of database security error. Can you tell me the locations that I need to give users administrative privleages without giving them full acess to the whole system? Thanks!
nick | 10/27/08 at 10:52 am
This tool ROCKS by the way.
Google desktop search is a joke because it will not return results that are a partial match.
For instance if I type: “Eben” Google will not return a result “Ebenezer”.
If I use the keyword seach tool typing “Eben” returns the results: “John EBENs” and “EBENezer”.
This works with partial invoices etc. etc. VERY useful when we don’t have all the information or the info was entered in error….
THANK YOU!
Kim | 11/05/08 at 2:10 pm
Since upgrading to QB 2008, indexing does not complete. It stalls at 84% with a message that says “Quickbooks is currently indexing your data for the first time. Your search results may be incomplete until the index is built”. We cannot search for anything and this is occurring on two different computers. We did not have this problem with QB 2007. Any ideas?
Thanks for your help.
Matt
| 11/10/08 at 11:12 am
Hi Kim,
Are you having this problem with Keyword Search or with Google Desktop Search (GDS)? It sounds like a GDS problem as I don’t have a message that says “your results may be incomplete”. If this is a GDS problem, you need to contact QuickBooks support or ask your question on the QuickBooks forums - QuickBooksGroup.com.
Regards,
- Matt H
Alex | 11/14/08 at 12:21 pm
This rocks! I’ve been having problems indexing QB with Google Desktop Search, most likely because I am running Vista 64-bit. This search works flawlessly on my system and looks more like a part of QB than GDS. Thank you!
Sue Jackson | 12/16/08 at 4:36 pm
I’m using the google search - wasnt’ aware there was a keyword search besides that one. Where?
Google search is ok, but I would like to be able to search for partial words or item numbers. I now have to type the number or description in full to get results. In other words, it would be nice to be able to search for the first part of an item number, and get all the different colors - with various color codes.
I do like that the info is sorted, so I can click on Item, or Inventory Adjustment, etc. That helps some.