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Chapter 3. Adding or Changing Informatio... > Searching for Transactions

Searching for Transactions

If you are looking for a particular transaction, such as a payment you received or check you wrote, you can find the transaction by searching in your check register. The check register in QuickBooks is just like the one you keep in your personal checkbook. Each check and deposit is recorded, along with the date of the transaction, the check number, the payee, the amount, and any memorandum you saved. Open your check register so you can search for a missing transaction.

Search for a Transaction

Select Lists, Chart of Accounts, or press Ctrl+A.

Double-click the name of the cash account you use for your payments and deposits. The account register appears.

Click the Go To button.

Click the down arrow to display a list of field choices.

Click the field in which you want to conduct your search.

In the Search For area, enter the payee name, account name, or amount for which you are searching.

Click Prev to search backward in the register, or click Next to search forward.

Continue clicking Prev or Next until you find the transaction you want.

Click Cancel to close the Go To window.

Double-click the register transaction to display the original form that was used to create the transaction.

IMPORTANT Be careful when editing transactions. If you edit a transaction that has already been recorded, you run the risk of changing information that has already been used on financial statements or in back reconciliations. Proceed with caution whenever you change a QuickBooks transaction.



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