thread Re: Searching by transaction ID in Archived Discussions (Read Only)

Is it possible to search by transaction ID?

Rainbowmealworm — Thu, 29 Sep 2016 00:13:45 GMT

Is it possible to search by transaction ID? With hundreds of orders daily in our ecommerce store it is nearly impossible to find a transaction in the sales history tab.

Thank you so much

Re: Searching by transaction ID

Sean — Thu, 29 Sep 2016 00:13:12 GMT

@Rainbowmealworm - Welcome to the Seller Community, and kudos on your first post!

From the Activity section of the Square Register app, you can search for transactions by receipt number, card number, or swipe. I think this is what you mean by transaction ID, right? Or were you talking about the Square Dashboard? Either way, let me know!

Re: Searching by transaction ID

Rainbowmealworm — Thu, 29 Sep 2016 01:22:25 GMT

Thank you so very much Sean, in Transaction view the search area only lets you search by the last 4 digits of the card. If we have orders coming through our website we are unable to see the card used or any digits to search for a transaction.

Is there another view in Square I'm not familiar with?

Re: Searching by transaction ID

Sean — Thu, 29 Sep 2016 01:25:25 GMT

@Rainbowmealworm - Completed orders do appear in-app. Have you tried searching there before?

Re: Searching by transaction ID

RetailOne — Tue, 04 Apr 2017 18:53:03 GMT

Yes, in dashboard ... Why are functions like this so different between the app and dashboard...seems like the obvious stuff is often missed with square ?!?!

Re: Searching by transaction ID

Sean — Fri, 07 Apr 2017 17:31:09 GMT

Definitely fair feedback, @RetailOne. There are some opportunities to better align app/dashboard experience. Please let us know when you run into these differences so we can get them documented with the right people!

Re: Searching by transaction ID

Olistree — Sat, 20 May 2017 00:13:38 GMT

I'm not sure I understood, is there a way on the Dashboard to lookup a transaction by the receipt #, like you can on the square app? I do all my accounting through the dashboard, I use the app for making transactions. So when I need to find a particular transaction, I use the receipt number because I don't save cards for now.

Re: Searching by transaction ID

Rainbowmealworm — Sat, 20 May 2017 13:58:39 GMT

Currently there is only the ability to search for a transaction using the last 4 digits of the customer's credit card. If you have hundreds of transactions daily it makes it extremely time consuming to find a specific transaction.

We are hoping Square will make the feature to search for a transaction easier for the merchant in the future.

Re: Searching by transaction ID

bora — Wed, 16 Aug 2017 02:03:36 GMT

@Rainbowmealworm @Olistree @RetailOne

We've heard requests from other sellers to make searching for transactions easier, so we recently added many more dimensions by which you can find transactions in Dashboard. Now, you can search transactions by:

Receipt #
Transaction total
Items sold
Ticket name
Device on which the transaction was taken
Dining option

Take a look and please send any feedback my way.

@Rainbowmealworm We currently do not have the ability to search by transaction ID in Dashboard, but I will reach out directly to better understand your use case.

Re: Searching by transaction ID

Olistree — Wed, 16 Aug 2017 06:34:01 GMT

@bora

Awesome! Thanks for the update!

Bestest

Re: Searching by transaction ID

WelcomeSanta — Mon, 09 Nov 2020 06:11:38 GMT

After searching this one as well, and struggling to find any relevant information, it appears the "receipt number" referenced in the interface is actually the first 4 characters of the "id" (a much longer alphanumeric string) that is returned in an API transaction. Hopefully that helps someone out.

Re: Is it possible to search by transaction ID?

TessVT — Tue, 21 Sep 2021 15:56:44 GMT

How is it that I have a full transaction report with customer name, and transaction number, and payment ID, yet when I go to the terminal, I cannot pull up the transactions???? What is the secret to finding...knowing the info to enter into the terminal?