There are many ways to quickly find information in QuickBooks that you need. You may wish to search for a check, a sales order, a certain transaction or other information.
How to Find Information in QuickBooks
One simple way is to use the find button built into many forms within QuickBooks. These forms include checks, sales receipts, purchase orders, invoices and more. Below, is an example from an invoice.
After you click this button you are presented with the find invoices popup window shown below.
Using this window, you may search by customer, a date range, invoice number or amount. Search by customer name and the result will show all invoices for that customer. Click the blue find button. Below is an example.
Several search results are displayed. You may double click on any line to see the source document. You can hit the escape key to get back to the search results.
Like what you see? You can turn the search into a report by clicking on the Report Button.
Using the Edit / Find Feature
From the QuickBooks Home Page you can easily begin a search by selecting Edit on the menu bar.
Next, select the Find menu option.
When you use the Edit > Find option, you can choose between a Simple Find or an Advanced Find. A simple find is what we see when we use the Find Button on forms. An example of a simple search is shown below. With the simple tab, you can select from several transaction types to search, such as invoice, check etc. Here we are searching for an invoice. We can then enter a date range, invoice number or amount.
There are times you may need to find other information. For example, what if I want to see all transactions for a certain dollar amount. I want to include purchase orders, sales orders, invoices, checks and any other transaction for that amount. How can I do this in QuickBooks? Use the Advanced Find Tab. When I select Edit > Find, I can choose the advanced tab. This will give me many more options. It is also a great point to begin creating reports with special information that you need. Reports such as these can be easily memorized and used later.
In the example below, we have searched for all transactions for $50. You can see the results.
One final note, the “From / To” option that you see for dollar amounts, is a new feature in the 2017 release of QuickBooks.
There are many ways to search for information in QuickBooks. This is one way to quickly find information that you may need. I hope you will find this useful.