cancel
Showing results for 
Search instead for 
Did you mean: 
homeworks
Level 1

How to find missing transactions for one client in 2018

 
1 Comment
JenoP
QuickBooks Team

How to find missing transactions for one client in 2018

I know how you can look for missing transactions, homeworks.

 

You can use the Advanced Search feature to look for transactions that are attached to your client. Here's how:

 

  1. Click the Magnifying glass icon in the upper-right hand corner, then select Advanced Search.
  2. Select All Transactions Lines in the first filter, then choose Display Name, Contains or Equals, and the name of the client in the second filter.
  3. Click Add Filter and select last year's date. 
  4. Click Apply and look for the missing transaction. 

We're always here to offer our help if you have other questions. See you around!

advanced search.PNG

 

advanced search 2.PNG

 

 

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us