Finding a Transaction in Quickbooks 2006 - dummies

Finding a Transaction in Quickbooks 2006

By Stephen L. Nelson

When you can’t remember the information that you need to find a particular entry or transaction (for a check, deposit, or transfer) in QuickBooks 2006, you can search for the information by using the Find dialog box. The Edit menu’s Find command provides a handy way for doing just such a thing. Here’s what you do:

1. Choose Edit –> Find, and click the Advanced Find tab.

QuickBooks, with restrained but obvious enthusiasm, displays the Advanced tab of the Find window. You use this window to describe — in as much detail as possible — the transaction that you want to find.

Choose the Edit –> Find command to display the Simple tab of the Find window. The Simple tab enables you to search for transactions by using the transaction type, customer or job name, date, number, and amount. You can easily switch to an advanced search by clicking the Advanced tab.

2. Choose a filter that describes the information that you already have.

In the figure, the Name filter is chosen. As you click different filters, the Find window changes.

3. Describe the filter that identifies the transaction that you want to locate.

In the upper-left box, choose the filter that describes the subject of your search from the drop-down list. In case of an account-based filter, for example, you can select to look at all accounts, just income accounts, just expense accounts, and so on. Other filters provide different boxes and boxes for setting up the filter.

By the way, the case of the text doesn’t matter. If you type rainy, for example, QuickBooks finds RAINY as well as Rainy.

4. Repeat Steps 2 and 3 as necessary.

Yes, you can filter through as many fields as you want. In fact, you can filter so much that nothing matches your specification.

5. Let the search begin.

Click the Find button to begin looking.

If QuickBooks finds transactions that match the one you described, QuickBooks lists them in the bottom half of the window.