QuickBooks Online makes finding transactions quick and easy with the search function.
| Note: If you need to find transactions in a register, see Find a transaction in the Register. |
Search for transactions using the magnifying glass #
- Select the Magnifying Glass.
- Enter the date, amount, or transaction number you’re looking for, then select the desired transaction.
- If the transaction you’re looking for does not appear on the results list, select Advanced Search.
- Adjust the filters to find the type of data you want. For example, use the following filters to find all transactions from the past 30 days with a value of $100.
- Change Reference no. to Last Modified Date.
- Change Today to Past 30 Days.
- Select Search. This should give you a list of transactions that meet your filter criteria.
- Narrow the list by changing Last Modified Date to Amount. Choose Equals from the second ▼ drop-down menu, then type 100.
- Select Add Filter.
| Note: You can customize your results by selecting the small Gear icon above the search results, then choose the columns you want to display. |
Search for transactions by customer name, vendor name, and transaction type #
Search by Customer Name #
- Go to Sales, then select Customers.
- Select a customer to view the transactions.
Search by Vendor Name #
- Go to Expenses, then select Vendors.
- Select a vendor to view the transactions.
Search by Transaction Type (Sales) #
- Go to Sales, then select All Sales.
- Select the Filter ▼ drop-down menu.
- From the Type â–¼ drop-down menu, choose your desired transaction type, then select Apply.
Search by Transaction Type (Expense) #
- Go to Expenses, then select Expenses.
- Select the Filter ▼ drop-down menu.
- From the Type â–¼ drop-down menu, choose your desired transaction type, then select Apply.
| Tip: You can select a column header to sort the list by type, date, and amount for each of these transaction types. |
Now you can find your transactions.