Find And Search Your Transactions In QuickBooks Desktop For Mac

Written by James richard » Updated on: November 15th, 2024

Do you want to quickly access specific transactions in QuickBooks Desktop for Mac? If so, this guide is for you. When you need to find a particular invoice, expense, or payment, QuickBooks' search feature makes it easy to locate and access the document. The search feature allows you to view and find anything in your company files, helping you locate all transaction activities and list items related to your query. Meanwhile, the find feature lets you access specific transactions and provides results limited to those transactions only. This guide will explain how to use both the find and search features in QuickBooks to help you retrieve the information you need quickly. Let’s find and search your transactions in QuickBooks Desktop for Mac.

How to Search for All Data

To use the search feature in QuickBooks, follow these steps:

Click on the Edit option.
Choose the Find option.
Open the Search window.
Type what you want to find in the Search box.
QuickBooks will search through all sections of your company file and show the results.
Check the left panel.
See the search results.
To narrow down your results, click the Filter icon and adjust the settings.
To save your search, click Save current results, then go to Saved Searches to run it again later.
Double-click on a search result.
Go to the original transaction.
If QuickBooks search not working, it might be due to an outdated version or a corrupted search index file.

How to Find Transactions

Find transactions using search criteria:

Note: If you are in the Search window, switch to the Find window by selecting Go to Find.
Click Edit, then choose Find.
Open the Search window.
Click Go to Find.
In the Find window, go to the Filter column and select the type of information you need.
Note: Try applying multiple filters to narrow the search and find the specific transaction.
Enter your search criteria into the fields next to the filter type.
Click Options to add more report filters and refine your search further.
Click Find.
Choose the transaction you want to view from the search results.
Click Go To.
To print a report of the transactions found, click Report. When the report appears, select Print.

Recommended to read: How to resolve QuickBooks error H202 switching to multi-user mode issue

Find transactions using record numbers:

You can also use Find to detect transactions with errors by entering the record number from the QuickBooks.log file.

Conclusion

This guide will help you effectively find and search your transactions in QuickBooks, allowing you to quickly locate and access any information you need.

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