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Reckon / Quickbooks – How do I find a transaction? How do I search for what I entered?
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Published on Tuesday, 16 July 2013 11:31
Are you trying to find something?
1 Go to Home page, > Edit menu and click Find.
2. Click the Advanced tab.
3. Choose a Filter — ie click on the type of filter that you want to search by, eg Amount – click the Amount filter, word from part of a transaction’s memo – select the Memo filter, or Invoice or Bill number – click the Number filter. You can run multiple filters on a single search
4. Enter some details on what you’re searching on. For example, the amount, word or invoice number you’re searching for.
5. Click Find. Click Report for a print out.
6. To open a transaction, select the transaction you want to see and click Go To.
Alternatively, to start again and search for different transactions, click Reset.
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