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Intuit

View and edit transactions in QuickBooks Desktop for Mac

Learn how to view and edit transactions in QuickBooks Desktop for Mac.

The Transaction Center gives you access to info about all of your transactions. If you need to, you can also view or make changes to any of your transactions. We’ll show you how.

  1. Go to the Company menu, then select Transaction Center.
  2. Select the transaction type.
  3. In the search box, enter any info about your transaction. You can use names, dates, or amounts.
  4. To sort your transactions, select the column header you want to arrange them by.

You can also rearrange columns to help you find transactions easier.

  • Show or hide columns. Control click on any column header. Select the columns you want to show and uncheck those you want to hide.
  • Rearrange columns. Select and drag the column header you want to move.
  1. Once you find the transaction, double-click on it to open.
  2. Make the changes you want.
  3. When you're ready, save the transaction.

You can also create transactions from the Transaction Center. Select Create + and then choose the transaction you want to create, such as invoices, sales receipts, bills, or journal entries.  

View your income and expense balances

The Transaction Center has income and expense trackers you can use to get an overview of how your business is doing. They group your transactions so you can easily track how much you owe. You can also see how much your customers owe you.

Income Tracker

The income tracker shows active estimates, unbilled time and costs, open and overdue invoices, and income transactions paid in the last 30 days.

  1. Go to the Company menu, then select Transaction Center.
  2. From the left menu, select Income Tracker.
  3. Select the bar you want to view, such as Open Invoices. You’ll see a list of all of your company’s open invoices with their details.
  4. From the list, you can select a transaction to view or edit them.

Expense Tracker

The expense tracker shows purchase orders, credit card charges, open and overdue bills, and expense transactions paid in the last 30 days.

  1. Go to the Company menu, then select Transaction Center.
  2. From the left menu, select Expense Tracker.
  3. Select the bar you want to view, such as Purchase Orders. You’ll see a list of all of your company’s purchase orders with their details.
  4. From the list, you can select a transaction to view or edit them.

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