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  1. Jul 30, 2024 · Use the search option to find transactions. Select the Search 🔍 icon. Select the desired transaction from the results that automatically populate under the search bar. If the transaction you’re looking for doesn’t appear in the results, select Go to transactions search. Adjust the filters to find the type of data you want.

    • Filter Transactions
    • Sort Transactions
    • Remove Columns Or Change The View
    Go to Settings and select Chart of accounts (Take me there).
    Find the account you want to review. Then, in the Action column, select Account history.
    Select the Filter icon, then select the filters you want to apply. You can use the Findfield to search by amount, reference number, or memo.
    To remove a filter, select the Xnext to the filter name.

    You can sort and reorder the list of transactions by date, reference number, payee, or reconcile status. By default, your most recent transactions appear at the top. 1. Hover over any column header. If a Sorticon (▲ or ▼) appears, you can sort the transactions by the value in that column. 2. Select any sortable column header to sort the account his...

    Select the Settings⚙ at the top of the list.
    Select and clear the checkboxes to hide the columns.
  2. Filter transactions. Go to Settings and select Chart of accounts (Take me there). Find the account you want to review. Then, in the Action column, select View register. Select the Filter icon, then select the filters you want to apply. You can use the Find field to search by amount, reference number, or memo. Select Apply.

  3. Jun 6, 2017 · Begin your search by entering the Transaction Type, followed by the search filter. Select Checks in the Transaction Type drop-down menu since you already know the transaction is a check. Select Amount, since the only thing you know about the check is that its for $100. Select search and view your results.

    • how do i search for transactions in quickbooks1
    • how do i search for transactions in quickbooks2
    • how do i search for transactions in quickbooks3
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  4. To search: Click the magnifying glass icon at the top of the page. Enter a transaction number, a date, or an amount and press Enter. If you don't find what you want, click Advanced Search. Use the buttons alone or in combination to select the type of data you want to find. For example, to find all transactions dated in the past 30 days of ...

  5. Select ‘Advanced Search’ in the lower left side of the pop-up window. Select the type of transaction from the drop-down menu. Enter additional information of your search in the window drop-down menus that are appropriate for each transaction. Click ‘Search’ to see results. You are working quickly and need to find a transaction in ...

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  7. The transaction list feature in QuickBooks Online allows users to access and review all transactions recorded within the system, providing a comprehensive overview of the financial activities within the business. This feature enables users to easily filter transactions by date, type, or status, making it simple to locate specific records.

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