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
- Select the Magnifying Glass.
- Enter the date, amount, or transaction number you’re looking for, then select the desired transaction.
- If the transaction you're looking for does not appear on the results list, select Advanced Search.
- 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.
- Change Reference no. to Last Modified Date.
- Change Today to Past 30 Days.
- Select Search. This should give you a list of transactions that meet your filter criteria.
- Narrow the list by changing Last Modified Date to Amount. Choose Equals from the second ▼ dropdown menu, then type 100.
- 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, supplier name, and transaction type
Search by Customer Name
- Go to Sales and select Customers (Take me there).
- Select a customer to view the transactions.
Search by Supplier Name
- Go to Expenses and select Suppliers (Take me there).
- Select a supplier to view the transactions.
Search by Transaction Type (Sales)
- Go to Sales and select All sales (Take me there).
- Select the Filter ▼ dropdown menu.
- From the Type ▼ dropdown menu, choose your desired transaction type, then select Apply.
Search by Transaction Type (Expense)
- Go to Expenses and select Expenses (Take me there).
- Select the Filter ▼ dropdown menu.
- From the Type ▼ dropdown 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. |
Now you can find your transactions.