Find your transactions in QuickBooks Online quickly by using the search function.

Search transactions using the magnifying glass

  1. Select the Magnifying Glass at the top.
  2. Enter one of the following and press enter.
    • Date
    • Amount
    • Transaction number
  3. Select Advanced Search if the transaction you're looking for does not appear on the result.
  4. Play around with the filters to find the type of data you want. For example, use the following filters to find all transactions dated in the past 30 days with the amount value of 100.
    1. Change Reference no. to Date.
    2. Change Today to Past 30 Days.
    3. Select Search. This should give you a list of transactions that meet your filters.
    4. Narrow the list by changing Last Modified Date to amount. Choose Equals in the second drop-down and type in 100.
    5. Select Add Filter.

Pro Tip: You can customize your results list by selecting the small Gear icon and choosing the columns to display on your list.

 

Search transactions by customer name, vendor/supplier name, and transaction type

Search by Customer Name

  1. Select Sales from the left menu.
  2. Select Customers at the top.
  3. Select a customer to view the transactions.

Search by Vendor/Supplier Name

  1. Select Expense from the left menu.
  2. Select Vendors/Suppliers at the top.
  3. Select a vendors/suppliers to view the transactions.

Search by Transaction Type (Sales)

  1. Select Sales from the left menu.
  2. Select All Sales at the top.
  3. Select Filter and choose the desired transaction type from the drop-down.

Search by Transaction Type (Expense)

  1. Select Expenses from the left menu.
  2. Select Expenses at the top.
  3. Select Filter and choose the expense type, date, or payee from the drop-down.

Select a column header to sort the list by type, date and amount. If you need to find transactions in a register, see Find a transaction in a register (or account history)