Certified Public Accountants, Pittsburgh, PA

Archived Newsletters and QuickBooks Tips

QuickBooks Janaury 2019 Tip of the Month

Have you ever tried looking for a transaction in QuickBooks and just could not find it? Try using the advanced search feature:

QuickBooks Online

In the search box click on the magnifying glass

Click on advanced search at the bottom of the box

Choose what you would like to search, use All Transactions if not sure (i.e. bills, checks)

Choose how you would like to search the transaction (i.e. by amount, name)

Fill in the corresponding information and search away

Desktop

Edit

Search

Choose what you would like to search, use All Results if not sure (i.e. bills, checks)

Choose how you would like to search the transaction amount (i.e. by amount, name)

Choose a Date Range if you would like to search by date