Searching For the Transactions from the QuickBooks Data

The most generic software in today’s accounting world is QuickBooks designed and developed by Intuit. There are numerous amount of accounting service providers available in market but QuickBooks Online always look for the one which is compatible, reliable, last but not the least affordable and manageable. 

QuickBooks Online helps in finding transactions quickly and easily with search function. Sometimes, when we are looking for particular data like customer name, supplier name, transaction type in sales or expenses we usually scroll down continuously just to find the single entry but here QuickBooks Online gives the most convenient and easy method to go through any number of entries in less time. And also no need to worry if at all your data is misplaced or lost or deleted our QuickBooks Support is available. We always have a backup for all your data of company. Either you want to enter the customer name or you are finding record of any employee or customer QuickBooks provide you the effective way to sought this out.

Searching is very much necessary for any accounting software where you have the long term records to store. And it happens; by having backup also we tend to lose our company file QuickBooks Customer Support has all in one solution to this.

Searching transactions can be done in numerous ways:

1. By using Magnifying Glass

• Select Magnifying Glass.

• Enter date, amount, transaction number you are searching for.

• If you are not able to find the particular transaction then go for Advanced Search >> Apply Filters by selecting Add Filter.

2. By searching customer name, supplier name

• Search By Customer Name

Go to sales, select Customers.

Select a customer to view the transactions.

• Search By Supplier Name

Go to Expenses, select Suppliers.

Select a supplier to view the transactions.

• Search By Transaction Type

Go to sales, select All Sales.

Select the Filter and then select desired transaction. Then Apply.

Simple and advanced searches using QuickBooks

You can access them by clicking Find on Edit menu or in the tool bar. Common uses include:

• Reminder of payment to vendor.

• Looking up for time based entries with specific records.

• Isolated transaction with specified employee.

Advanced Searches can be done by following below mentioned steps:

• Firstly, ensure Advanced Tab is active.

• Scroll down in filter box, and select Customer Type.

• Drop down the Customer type field to right and select the particular entry.

Still facing any issue or stuck in between while running with QuickBooks software or maintaining your company transactions. Contact our QuickBooks Customer Support USA @ 1-877-933-1633 we are 24X7 ready to help you out and definitely we will resolve your queries. QuickBooks support ensures you for secured credentials and gives guarantee to access all authentic data.

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