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amy-nextorgcultu
Level 1

Where can I find the transaction I just added?

 
3 Comments 3
RenjolynC
QuickBooks Team

Where can I find the transaction I just added?

I'm glad to see you in the Community space, amy-nextorgcultu.

 

I'd like to make sure we're on the page. Did you record a customer or vendor transaction? If so, you can go to Sales > All Sales for customers and Expenses > Expenses tab for vendors.

 

You can also use the Advance search option to find the transactions you added. 

 

Here's how:

 

  1. In your QuickBooks Online account, click the Magnifying Glass icon located in the upper right-hand corner.
  2. Click on the Advanced Search link. 
  3. In the Search page, select the transaction type from the first drop-down menu.
  4. Add the other details and hit on the Search button.

For more tips in finding the transactions, you can check out this article: How to search for transactions in QuickBooks Online.

 

If you're referring to something else, please let me know in your reply. I'll be happy to help you out again. Take care and stay safe!

amy-nextorgcultu
Level 1

Where can I find the transaction I just added?

Thank you so much for this! Can I ask an additional question, why won't the transaction show up in the bookkeeping tab---> transactions ---> all sales? It only shows my transactions from a certain date even if I manually filter the dates. Is this because of how I connected the bank account to quickbooks online? 

 

JessT
Moderator

Where can I find the transaction I just added?

You're always welcome to ask more questions, amy-nextorgcultu!

 

I'm sharing your thank-you note with my colleague, RenjolynC. Let me continue to help you out.

 

On the All Sales page, you'll want to be sure you don't have any other filters aside from the date range you specified, so you can see your other sales transactions.

 

On the other hand, transactions added from Banking will not appear in All Sales, but they are reported in Profit and Loss if you categorized them as income or expenses. Only the invoices, sales receipts, estimates, and other sales transactions you create in QuickBooks will appear on the All Sales page.

 

You can also check about running reports in QuickBooks Online. The bottom of the article has a list of relevant references that will guide you in making customizations and more.

 

The Community Team is always available should you need further assistance. Wishing you continued success! Stay safe!

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