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Find a transaction (examples)

Example 1

You want to search for the invoices you wrote to three particular customers.

  1. Go to the Edit menu and click Find.

  2. Click the Advanced tab.

  3. Select Transaction Type from the Filter scroll box.

  4. Click the Transaction Type drop-down list and choose Invoice.

  5. Select Name from the Filter scroll box.

  6. Click the Name drop-down list and choose Multiple names.

  7. In the window that appears, select the names of the three customers.

Example 2

You want to search for all checks greater than $500.00 that you wrote during the current fiscal year.

  1. Go to the Edit menu and click Find.

  2. Click the Advanced tab.

  3. Select Transaction Type from the Filter scroll box.

  4. Click the Transaction Type drop-down list and choose Check.

  5. Select Date from the Filter scroll box.

  6. Click the Date drop-down list and choose Fiscal year to date.

  7. Select Amount from the Filter scroll box and enter 500.00.

KB ID# H_FIND_EXAMPLES_FIND_TXNS
12/3/2016 1:48:40 PM
PPRDQSSWS407 9138 Pro 2017 33a71e