Account Keeping Plus – Administration, Bookkeeping, Compliance News & Tips MYOB Reckon Quickbooks Xero Software TrainingSmall Business

Making Business Books and Accounting Come Alive! MYOB Reckon Xero

Searching in Quickbooks for a transaction

Leave a comment


 Are you trying to find something?

1 Go to Home page, > Edit menu and click Find.

2. Click the Advanced tab.

3. Choose a Filter — ie click on the type of filter that you want to search by eg amount – click the Amount filter, word from part of a transaction’s memo – select the Memo filter, or invoice or bill number – click the Number filter. You can run multiple filters on a single search

4. Enter some details on what you’re searching on. For example, the amount, word or invoice number you’re searching for.

5. Click Find. Click Report for a print out.

6. To open a transaction, select the transaction you want to see and click Go To.

Alternatively, to start again and search for different transactions, click Reset.

Advertisements

Author: accountkeepingplus

Administration, bookkeeping and compliance for small business, and Self-Managed Super Funds (SMSF) Training, trouble-shooting, or we can do the books and payroll for you! Self Managed Superannuation Fund Service Provider, Free support MYOB Certified Consultant, Reckon/QuickBooks Professional Partner.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s