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Oana Palade
Level 3

Search bank transaction that are part of a split

Hello,

 

I am having trouble getting accurate results when I search for transactions (using either the funnel icon in Bank Register or the magnifying glass in the top menu).  For example, sometimes I want to search for all transactions for a certain Class, however it does not return lines that are part of a spit transaction.  Or, I search for a vendor or company name (such as Blue Shield), and it returns nothing, though I know there are many transactions for them, and I can find them in the Vendor profile or by scrolling.

- What is the best way to search in QBO?

 

Thank you,

Oana

 

2 Comments 2
Maybelle_S
QuickBooks Team

Search bank transaction that are part of a split

Hello there, @Oana Palade.

 

We can run the Transactions List with Splits or Transaction Detail by Account report to see the split transactions. I'll guide you how:

 

  1. Go to the Reports menu.
  2. On the search bar, type Transaction List with Splits.
  3. Change the Report period.
  4. Click Run report.

I've also added this article about customizing reports in QuickBooks Online: Customize reports.

 

Drop me a comment below if you have other questions. I'm more than happy to help. Take care!

Oana Palade
Level 3

Search bank transaction that are part of a split

Thank you.

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