Finding transactions in QuickBooks is simple and may be accomplished in several ways, depending on your needs. You can even use filters to narrow your search, such as filter transactions. Organizing your data effectively involves sorting transactions according to the date, payee, reconcile status, or reference number. In this blog, we will advise you on how to find transactions in QuickBooks.

You can also alter the presentation by removing columns or using Paper Ledger Mode to display the data in a conventional checkbook format. You can search for transactions based on the customer's name, sales transactions, vendor or supplier, or expense type, among other criteria, for more focused searches. You can quickly discover and manage your transactions through this blog until the end.

Steps for Finding a Transaction in QuickBooks

There are a few methods to locate the transaction you need. Use these steps to find a transaction in QuickBooks:

Filter Transactions

  1. Go to Settings and select the option Chart of Accounts.
  2. Locate the account you want to review. Then, in the Action column, choose Account History.
  3. Click the Filter icon and select the filters you wish to apply. 
  4. You can search by amount, reference number, or memo using the Find field.
  5. Clicking the X next to the filter name to clear the filter.
  6. Click the Apply button.

Sort Transactions

You can sort and reorder transactions by date, reference number, payee, or reconcile status. 

  1. Start by heading over to any column header. 
  2. If a Sort icon appears, you can sort the transactions by that column's values.
  3. Click any sortable column header to sort the account history by that value in ascending or descending order. 

Let's Search Transactions by Transaction Type in QuickBooks

Users can refine and classify financial operations in QuickBooks Online by filtering transactions according to particular criteria, such as date, kind of transaction, account, customer, or vendor. This focused study is crucial for finding trends, understanding corporate performance, and making wise business decisions. You can effortlessly search transactions by transaction type in QB to narrow your findings.

By Customer Name

  1. Go to the Sales option from the left menu.
  2. Select the Customers option at the top.
  3. Choose a customer to view their transactions.

By Sales Transaction

  1. Go to the Sales option from the left menu.
  2. Select All Sales at the top.
  3. Choose an invoice or estimate to view the transaction.

By Vendor or Supplier Name

  1. Go to the Expenses option from the left menu.
  2. Select Vendors or Suppliers at the top.
  3. Choose a vendor or supplier to view their transactions.

By Expense

  1. Go to the Expenses option from the left menu.
  2. Select Expenses at the top.
  3. Choose an expense.

After reading this blog until the end, you will know how to find transactions in QuickBooks. During the process, you might find out that the QuickBooks search not working, and you will be unable to sort and search your transactions. In that case, go through our detailed article linked above.

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