Search for Records or Transactions

The Search button provides basic options to search for a record or transaction.

In the Home window, the Search button also provides advanced search options that can find very specific information about a record or transaction. (Premium)

To search for a record

  1. In the Home window or any icon window or record window, click Search.
  2. In the Search window, select the type of record you want to look for from the list (for example, Accounts).
  3. Type the name of the record you want to find in the Search box.

    4. If you are looking for Accounts, you can search either by Name or Number.

    If you are looking for Inventory and Service Items, you can search by Number or Description.

  4. When the record is highlighted in the list below the Search box, click OK to view it.

To search for a transaction

  1. Open the Search window either by:
  2. (Optional) Fill in any information you want to include in order to shorten the results list (for example, a Start date for the search).
  3. Click OK.
  4. (Optional) Sort the results in ascending or descending order, by selecting a sort option in the View by list, and then clicking the Sort button.
  5. Double-click the transaction, or select it and then click Select.
  6. (Optional) To print the transaction, click Print .

To search on the Advanced tab

  1. In the Home window, click Search, and then select the Advanced tab.
  2. Select the record or transaction type from the list.

    3. If you are working with a consolidated company, you can only look up account records and general journal entries.

  3. Select the Field and Matching criteria that you want to find.
  4. Type a Value.
  5. (Optional) To make your search more specific, select:one of the following buttons, and then fill in the Additional Search Filters.
  6. (Optional) Customize the:
  7. Click OK to display a report of the search results. Double-clicking on the results drills down into an item, opening the record or original transaction.

To search for an order or quote  (Enterprise)

  1. Open the Search window either by:
  2. Use the Show options to shorten the results list (for example, Uninvoiced or Invoiced transactions).
  3. (Optional) Sort the results in ascending or descending order, by selecting a sort option in the View by list, and then clicking the Sort button.
  4. Double-click the transaction, or select it and then click Select..

What do you want to do?

Adjust a transaction

Void a transaction

Copy and Create a New Transaction (Enterprise)

Look up the credit card information used in a transaction

Find the keyboard shortcut to search for a record or transaction

Show or hide the Paid stamp when you look up invoices