How to Search for Transactions in a Client QuickBooks Online Company - dummies

How to Search for Transactions in a Client QuickBooks Online Company

By Elaine Marmel

More often than not, you’ll be searching for transactions in a client QBO company rather than creating them. You can search for transactions using the Search box on the QBOA toolbar at the top of the client QBO company window. When you click in the Search box, QBO displays a list of recent transactions and reports.

Type any phrase you want to use as a search filter or click Advanced Search at the bottom of the Se
Type any phrase you want to use as a search filter or click Advanced Search at the bottom of the Search list.

If you see the result you want, you can click it to open it in the appropriate window. If you dont see the result you want, you have a couple of options.

First, you can type in the Search box, and QBO responds with sample results. If you still don’t see the result you want, try your second option: Click Advanced Search in the lower-right corner of the menu, and QBO displays the Search page.

Set criteria for a more specifically defined search.
Set criteria for a more specifically defined search.

You can limit the search to a particular transaction type, choose to search for any of several types of data, and specify whether the search should contain, not contain, be equal to, or not be equal to the search criteria.

From any transaction window, you can view recent transactions of that type by clicking the button that appears in the transaction’s title bar, immediately to the left of the name of the transaction type. The button image looks like a clock.