How can I search for transactions in new QuickBooks Online? – NEWQBO.COM

How can I search for transactions in new QuickBooks Online?

Magnifying Glass
Magnifying Glass

From the home page screen, click on the magnifying glass at the top middle of the page and choose “advanced search”
You can search/find the following transactions:

  • Bill Payments
  • Billable Expense Charges
  • Bills
  • Charges
  • Checks
  • Credit Card Credits
  • Credit Memos
  • Credits
  • Estimates
  • Expenses
  • Invoices
  • Journal Entries
  • Payments from Customers
  • Purchase Orders
  • Refunds
  • Sales Receipts
  • Sales Tax Adjustments
  • Sales Tax Payments
  • Statements
  • Time Charges
  • Transfers
  • Vendor Credits

However, you can not search Vendor Information or Customer Information or Products and Services Information at this time.

If you are looking to search for an invoice by number for example, you can click on the magnifying glass at the top middle of the page and choose “advanced search”. This will allow you to use a few different search options such as amount, amount (line or total) , date, last modified date, memo, name as well as by reference number.

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