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Use Simple Find

Use the Simple tab in the Find window to do a simple search for transactions.

To do this task

  1. Click the Transaction Type drop-down arrow and select the type of transaction to search for.

  2. (Optional) In the section below Transaction Type, provide additional information to refine your search.

  3. Click Find. The search results appear at the bottom of the window.

  4. (Optional) To view or edit a transaction in the search results, select it and click Go To. In the transaction window, you can view the details of the transaction or make changes.

To create a report showing the search results, click Report. To export the search results to an Excel spreadsheet, click Export. To start over or search for different transactions, click Reset.

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