View and edit transactions in QuickBooks Desktop for Mac

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

Use the transaction center to manage your transactions from one place. We’ll show you how.

Find and edit transactions

1. Go to Company, then select the Transaction Center.
2. Select a transaction type.
3. In the search box, enter any info about your transaction. You can search by name, date, or amount.
4. To sort your transactions, select the column header you want to arrange them by. You can also:
   1. Show or hide columns
      1. Control click on any column header.
      2. Select the columns you want to show and uncheck those you  want to hide.
   2. Rearrange columns
      1.  Select and drag the column header you want to move.
5. Once you find the transaction, double-click on it to open.
6. Make the changes you want, then select Save.

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

Clear unsaved changes on a transaction

If you want to start over on a transaction, select Clear from the toolbar. This clears your unsaved changes.

Notes:

• The Clear button is available in QuickBooks Desktop for Mac 2024 R13 and later.
• On a saved transaction, this reverts all fields back to their last-saved state.
• On a new transaction, this resets all fields to their default state.
• Either way, the transaction window stays open.

View your income and expense balances

The transaction center has income and expense trackers. You can use them to get an overview of how your business is doing. They group your transactions so you can track how much you owe and 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 Company, then select the Transaction Center.
2. Select the 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 Company, then select the Transaction Center.
2. Select the 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.