Searching for transactions
How do I search within report results in QB Pro 2012? In Peachtree it is Alt D
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02/09/12 10:23am PST
Viewed by asker 03/02/12 12:06pm PST
Viewed by asker 03/02/12 12:06pm PST
5 Replies
CTDixie
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Questions answered: 3940
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02/09/12 11:26am PST
Ctrl F will do a Find.
Please mark solved(if this solved your issue) so this post can help others. Thanks !
02/09/12 12:10pm PST
That does an overall find. If I am reconciling a vendor history and have 50 invoices to look through, I want to run a vendor detail report and find specific invoices. I want to seach through the specific report which already has filters applied. thanks
02/09/12 12:16pm PST
Go to the Vendor Center and click on the Transactions Tab and highlight bills. Right click on any transaction and View As A Report. Adjust your dates at the top. If you sort by Num this will sort by the Ref # (Invoice #).
Hope this is what you need, if not, please post back with additional info.
02/09/12 12:46pm PST
Helpful to accomplish my specific example, even though sorting didn't do it correctly by number. I was looking for same functionality as in Peacthree, which makes it so much easier, as there is no need to customize so much. I don't think it's there.
thanks for your help.
02/09/12 12:50pm PST
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The solution
Not sure why it didn't sort by Num. I use Premier but I thought that would work in Pro.
Once you customize the report you want, you can then memorize it, and then use it again without all of the customization.
