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2020-02-28 10:01:37quickbooks-onlineEnglishhttps://quickbooks.intuit.com/in/resources/in_qrc/uploads/2018/08/Business-Owner-Makes-Mobile-Bank-Transaction-With-USSD-On-Phone.jpghttps://quickbooks.intuit.com/in/resources/quickbooks-online/search-for-a-transaction/Search for a transaction or open the transaction

Search for a transaction or open the transaction

1 min read

QuickBooks Online makes finding transactions quick and easy with the search function.

Search for transactions using the magnifying glass:

  1. Select the Magnifying Glass.
  2. Enter the date, amount, or transaction number you’re looking for, then select the desired transaction.
  3. If the transaction you’re looking for does not appear on the results list, select Advanced Search.
  4. Adjust the filters to find the type of data you want. For example, use the following filters to find all transactions from the past 30 days with a value of $100.
    1. Change Reference no. to Last Modified Date.
    2. Change Today to Past 30 Days.
    3. Select Search. This should give you a list of transactions that meet your filter criteria.
    4. Narrow the list by changing the Last Modified Date to Amount. Choose Equals from the second ▼ drop-down menu, then type
    5. Select Add Filter.

Note: You can customize your results by selecting the small Gear icon above the search results, then choose the columns you want to display.

Search for transactions by customer name, vendor name, and transaction type

Search by Customer Name

  1. Go to Sales, then select Customers.
  2. Select a customer to view the transactions.

Search by Vendor Name

  1. Go to Expenses, then select Vendors.
  2. Select a vendor to view the transactions.

Search by Transaction Type (Sales)

  1. Go to Sales, then select All Sales.
  2. Select the Filter ▼ drop-down menu.
  3. From the Type ▼ drop-down menu, choose your desired transaction type, then select Apply.

 Search by Transaction Type (Expense)

  1. Go to Expenses, then select Expenses.
  2. Select the Filter ▼ drop-down menu.
  3. From the Type ▼ drop-down menu, choose your desired transaction type, then select Apply.

Tip: You can select a column header to sort the list by type, date, and amount for each of these transaction types.

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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