Look Up a Transaction

Use the Look Up button to quickly find a specific purchase bill, sales invoice, or payment.

To look up a transaction:

1. Open the transaction window in which you want to look up a transaction.
2. Click Look Up Invoice .
3. Enter Start and Finish search dates, or use the default dates displayed.
4. (Optional) Enter a customer or vendor name.
5. (Optional) Enter a Transaction number (invoice, payment, receipt, or bill).
6. Click OK.

If more than one result is found for your search, select the one you want to open from the list and click Select. If there are a lot of results, sort them by Date, customer or vendor, transaction number, or Original amount to make finding the correct one easier.