Search for transactions – Quickbooks

As your company grows, so does your files. You increase your employee count, your transaction count, your vendor count and mostly your data count. The larger you go, the more difficult to find the data you need in your file. QuickBooks offers different ways to search for things like this.

First, the Search registers, where QuickBooks maintains for each account on your balance sheet. This includes your bank accounts, inventory, accounts receivables and other assets. Knowing what you need a register can be a fast way for you to find them. What you need to do is to choose Edit then go to

Register or you can choose Banking and then go to Register. Once there, you can choose what you need and then click OK.

Next is the “Simple FindSearch. Here you choose Edit, then click on Find. Choose a transaction type from the list. Once your list of transactions appears on the screen you can double click on a transaction to view it, or click on the transaction and then click on the Go to button. After doing this, you can click on the Report button, if you want to find a report and then click Modify report button.

Then, you have the Advanced Find. Where you simply choose a field from the Filter column and set the desired criteria. You can add an Item or Account as you so desire. To eliminate a filter, just click on the item within the list and hit Delete.

With QuickBooks latest version, you can hit the Search command on the Edit menu. This will tell you to enable your Google Desktop if you are using the command for the first time. Google Desktop will initially run an indexing process on your QuickBooks data. This will give you best result from your search after it has completed its initial index.

Understanding these four ways of retrieving data in QuickBooks will widen your ability and help you search on information about anything within your accounting records.

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