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williamchiu-timh
Level 1

Hi there I just post an sales receipt entry with a reference SV230401, the transactions being posted and reflected in PL, but I cannot find it using the magnifier button

please help and answer me to xxxxxxxxx@xxxxxxxx.xxx
1 Comment 1
GlinetteC
Moderator

Hi there I just post an sales receipt entry with a reference SV230401, the transactions being posted and reflected in PL, but I cannot find it using the magnifier button

Not to worry, williamchiu-timh. I'm here to ensure you can locate your sales receipt in your QuickBooks Online account.

 

QuickBooks provides two ways for locating transactions, specifically sales receipts. 

 

First is by using the Magnifying glass located in the upper right corner. If you can't find it in the Recent Transactions, you can filter your search using the Advanced Search feature for the specific type of transaction. 

 

Check out the steps below:

 

  1. Select the Magnifying Glass icon at the top.
  2. Click the Advanced Search link.
  3. Select Sales Receipts for the type of transaction.
  4. Click Search

Another way is by navigating your Sales tab and filtering the transaction type to Sales Receipts

 

To learn more about finding your transactions, see this article: How to search for transactions in QuickBooks Online.

 

I'm also adding how to personalise and add specific information to your sales forms: Customise sales forms.

 

Any further needs in locating transactions, please let me know. I'll still be available to assist.