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, then select the desired transaction:
    • 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 Last Modified 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 from the second drop-down, then type 100.
    5. Select Add Filter.

Note: You can customize your results list by selecting the small Gear icon at the top, then choosing the columns to display on your list.

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

Search by Customer Name

  1. From the left menu, select Sales, then Customers.
  2. Select a customer to view the transactions.

Search by Vendor/Supplier Name

  1. From the left menu, select Expense, then Vendors/Suppliers.
  2. Select a vendor/supplier to view the transactions.

Search by Transaction Type (Sales)

  1. From the left menu, select Sales, then All Sales.
  2. Select the Filter drop-down.
  3. From the Type drop-down, choose your desired transaction type.
  4. Select Apply.

Search by Transaction Type (Expense)

  1. From the left menu, select Expenses, then Expenses.
  2. Select the Filter drop-down.
  3. From the Type drop-down, choose your desired transaction type.
  4. Select Apply.

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 the Register (Account History).