QuickBooks Tip: Use Find Feature to Locate Transactions Faster

Using the Find feature is the most efficient way to find transactions in QuickBooks.  This powerful tool does not require any search indexing and will search for almost any transaction-level data, depending on your filters. A common way to locate a particular invoice is by opening the form and clicking “Previous” until the form appears on the screen. This can be a long and tedious process. Using the Find function saves you time and frustration.

To use the Find feature, go to Edit > Find in the main navigation bar or click Ctrl + F. For quick access in the future, you can add the Find feature to your icon bar by right-clicking on the icon bar and customizing it.

In the Find window, you will see two tabs:  Simple and Advanced.

The Simple search allows you to look for transactions based on the type of transaction.  After you have selected the transaction type, you can then search by bill, check, invoice number, etc.  This is especially useful when you have limited information for a particular transaction. Using the Find feature with simple search, you can locate the invoice in no time by searching the invoice number; customer name; date range or amount.

The Advanced search is my favorite way to find a transaction when I have the transaction amount.  I use the amount search more than any other advanced filter and have found it to be the fastest way to find any transaction. For example , if you come across a debit purchase on the company bank account in the amount of $52.55, and you are not sure if you have accounted for it in QuickBooks, performing an Advanced search by amount will help you find the transaction.

Contact me or one of Kaufman, Rossin’s other QuickBooks ProAdvisors to learn how you can better use QuickBooks for your business needs.