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September 29, 2024
Question

Can I view all transactions for the same dollar amount?

  • September 29, 2024
  • 1 reply
  • 0 views
Looking for a specific amount that is in the wrong account. Is there anyway to view the same amount within any accounts that have the amount?

1 reply

September 30, 2024

Yes, you can, kpm0.

 

We can use the Search function in QuickBooks Online (QBO) to find all transactions with the same dollar amount.

 

Here's how:

 

  1. Click the Search 🔍 icon.
  2. Select the Go to transactions search link.

  3. Choose the Amount field.
  4. Under Equals, enter the amount, then hit Apply.

 

For more details, please see this article: Search for transactions in QuickBooks Online.

 

Once you locate the entry, click it and then modify the account.

 

Finally, you can run and customize various reports in QBO to help you tell about different aspects of your business and help keep your books correct.

 

Please know that we're here to provide continuous assistance and support if you need additional help locating your transactions and keeping your record accurate. Please don't hesitate to reach out if you need further help. We're committed to helping you every step of the way.