Search for transactions and other data in QuickBooks Online

Learn how to find data such as transactions, contacts, new actions, reports, accounts, and help topics in QuickBooks Online using the search function.

Customise your transaction search

1. Go to the Advanced transactions search page or the Transactions tab of the full-page search view.
2. Select Customise. Turn filters and rows on and off, or change the number of rows, row height, column order, and filters order to fine-tune your search.

Use the search option to find transactions

1. Select the Search 🔍 icon.
2. Select the desired transaction from the results that automatically populate under the search bar. 
3. If the transaction you’re looking for doesn’t appear in the results, select Advanced transactions search.
4. Adjust the filters to find the type of data you want. Select More Filters and enter other details. This should give you a list of transactions that meet your filter criteria.
5. Select the Gear icon to customise your results, then select the columns you want to display.

Find transactions by customer name, supplier name, and transaction type

Search by customer name

1. Go to Sales and select Customers (Take me there).
2. Select a customer to view the transactions.

Search by supplier name

1. Go to Expenses and select Suppliers (Take me there).
2. Select a supplier to view the transactions.

Search by transaction type (Sales)

1. Go to Sales and select All sales (Take me there).
2. From the Type ▼ dropdown, select a transaction type.

Search by transaction type (Expenses)

1. Go to Expenses and select Expenses (Take me there).
2. From the dropdown, select a transaction type.

Note: You can select a column title to sort the list by type, date, or amount for each of these transaction types.