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Search for transactions in QuickBooks Online
by Intuit•38• Updated 4 days ago
Learn how to find transactions in QuickBooks Online using the search function.
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For a better experience, open this article in QuickBooks Online. Launch side-by-side view
Use the search option to find transactions
- Select the Search 🔍 icon.
- Select the desired transaction from the results that automatically populate under the search bar.
- If the transaction you’re looking for doesn’t appear in the results, select Go to transactions search.
- Adjust the filters to find the type of data you want. Select More Filters and enter other details. This should give you a list of transactions that meet your filter criteria.
- Select the Gear ⚙️ icon to customize your results, then select the columns you want to display.
Find transactions by customer name, vendor name, and transaction type
Search by customer name
- Go to Sales and select Customers (Take me there).
- Select a customer to view the transactions.
Search by vendor name
- Go to Expenses and select Vendors (Take me there).
- Select a vendor to view the transactions.
Search by transaction type (Sales)
- Go to Sales and select All sales (Take me there).
- From the Type ▼ dropdown, select a transaction type, then select Apply.
Search by transaction type (Expenses)
- Go to Expenses and select Expenses (Take me there).
- From the Type ▼ dropdown, select a transaction type, then select Apply.
Note: You can select a column title to sort the list by type, date, or amount for each of these transaction types.
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