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Search for transactions in QuickBooks Online

by Intuit Updated a day ago

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

Note: If you need to find transactions in your account history, see Find a transaction in Account history.


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 CA $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 Last Modified Date to Amount. Choose Equals from the second ▼ dropdown menu, then type 100.
    5. Select Add Filter.
NoteYou 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, 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 menu, choose your desired transaction type.

Search by Transaction Type (Expense)

  1. Go to Expenses and select Expenses (Take me there).
  2. From the dropdown menu, choose your desired transaction type.
Tip:You can select a column header to sort the list by type, date, and amount for each of these transaction types.

Now you can find your transactions.

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