Accessing the Search Function
- Initiate the Search: To begin, navigate to QuickBooks and locate the Search icon positioned at the top right corner of the interface. Click on the icon to open the Search window.
- Enter Your Query: In the Search window, you’ll find a designated Search box. Input the specific item, transaction, or activity you’re seeking. QuickBooks will then commence its search across various areas of your account.
- Review the Results: Once the search is complete, explore the left panel of the Search window to view the results. QuickBooks will display all relevant matches, enabling you to swiftly locate the desired data.
Refining Your Search
- Filtering Options: For more targeted results, utilize the Filter icon located within the Search window. By adjusting the filter details, you can narrow down the search parameters and pinpoint the exact information you require.
- Exploring Field Values: Click on the setting icon to access additional field values associated with your search. This feature provides a deeper level of customization, allowing you to refine your search criteria with precision.
Navigating to Transactions
- Accessing Original Transactions: To delve deeper into a specific search result, simply double-click on the item of interest. This action will redirect you to the original transaction, providing comprehensive context and details.
- Utilizing Transaction Search: Alternatively, if you’re already within the Search window, you can utilize the “Go to Transaction Search” option. From the Find window, select the desired filter criteria and initiate the search. Once the results are displayed, choose the relevant transaction and select “Go To” to access it directly.
The reports that fetched using search can be print or export as required.