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Harry4
Level 2

How do you put "search your transactions" in your menu?

The transactions on my menu doesn't have a "search your transactions" option. I had to use help to find it. In desktop all had to do was hit control-F
1 Comment 1
ZackE
Moderator

How do you put "search your transactions" in your menu?

Thanks for getting in touch with the Community, Harry4.

 

You can use your Search feature to search for transactions.

 

Here's how:
 

  1. Click the Magnifying Glass (Search) icon.
  2. Choose your desired transaction from the results that automatically populate under your search bar. If the one you're looking for doesn't appear in your results, hit Go to transactions search.
  3. Adjust your filters to find the type of data you want. You can use your More Filters option if additional details need to be entered. This should give you a list of transactions that meet the filter criteria.
  4. Select your Gear icon to customize the results, then pick which columns you want displayed.

 

Our team at QuickBooks Live Expert Assisted is always available to help with the best practices in setting up and making the most out of your books.

 

I've also included a detailed resource about searching for transactions which may come in handy moving forward: Search for transactions

 

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful Monday!

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