cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Intuit
27 helpful votes

How to search for transactions

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

 

Note: If you need to find transactions in a register, see Find a transaction in the Register (Account History).

How to search for transactions using the magnifying glass

  1. Select the Magnifying Glass on the Toolbar.
  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 $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 filters.
    4. Narrow the list by changing Last Modified Date to Amount. Choose Equals from the second drop-down, then type 100.
    5. Select Add Filter.
Note: You can customize your results list by selecting the small Gear icon above the search results, then choosing the columns to display on your list.

How to search for transactions by customer name, vendor/vendor name, and transaction type

Search by Customer Name

  1. From the left menu, select Sales, then Customers.
  2. Select a customer to view the transactions.

Search by Vendor/Vendor Name

  1. From the left menu, select Expenses, then Vendors/Vendors.
  2. Select a vendor/vendor to view the transactions.

Search by Transaction Type (Sales)

  1. From the left menu, select Sales, then All Sales.
  2. Select the Filter drop-down.
  3. From the Type drop-down, choose your desired transaction type, then select Apply.

Search by Transaction Type (Expense)

  1. From the left menu, select Expenses then Expenses.
  2. Select the Filter drop-down.
  3. From the Type drop-down, 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 easily find your transactions.

Was this helpful?

You must sign in to vote, reply, or post