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Search and Find

SOLVEDby QuickBooks3Updated over 1 year ago

Learn how to look for transactions in QuickBooks Desktop for Mac.

Need help looking for transactions you can’t find? Don’t worry. QuickBooks has a search and find feature to help you find anything in your company file.

The Search function looks for all transactions, list items, or activities that match your search. If you have a specific transaction in mind, you can use the Find feature and get matching results for transactions only.

Search for all data

  1. Select Edit, then select Find.
  2. In the Search window, enter what you’re looking for in the Search box. Note: QuickBooks matches and displays all results within different areas of your company file.
  3. Go to the left panel to see the search results.
    1. To filter search, select the Filter icon and adjust the details to limit the search results and find the data you want.
    2. To save a search, select Save current results. Go to Saved Searches, to run the same search again.
  4. To go to the original transaction, double click on the search result.

Find transactions

Find transactions using search criteria

Note: If you’re in the Search window already, you can switch to the Find window by selecting Go to Find.

  1. Select Edit, then select Find.
  2. In the Search window, select Go to Find.
  3. From the Find window, go to the Filter column and select the type of information you’re searching for. Note: You can select as many filters to limit the search and find the transaction.
  4. Enter your search criteria in the fields beside the filter type.
  5. Select Options to further limit the search using report filters.
  6. Select Find.
  7. From the search results, choose the transaction you want to see and select Go To.

To print a report showing the transactions that QuickBooks found, select Report. When the report appears, select Print.

Find transactions using record numbers

You can also use Find to locate transactions that have errors by using the record number in the QuickBooks.log file. Learn more about QuickBooks.log files.

Here's how to find transactions using your record numbers.

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