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June 22, 2021
Question

I just entereed a transaction amd need to reclassify, where can I find it?

  • June 22, 2021
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1 reply

June 22, 2021

Finding a transaction in QuickBooks Online (QBO) is a breeze, and I'm delighted to show you the way, @gene29.

 

QBO makes finding transactions quick and easy with the search function. Visit the Magnifying Glass icon and your newly entered transaction will automatically be displayed under the Recent Transactions section. Then, select it to pull up its details and do the necessary reclassification from there. I've attached a screenshot for your reference.

 

 

To know some other ways in finding transactions in QBO, I encourage you to check out this article: Search for transactions. It includes details about utilizing the Advanced Search feature and searching by customer name, vendor name, and transaction type.

 

Also, to further guide you in monitoring your transactions and business growth, you can refer to this article: QuickBooks Help Articles. It includes topics about banking and handling customers and vendor transactions accordingly.

 

Please don't hesitate to comment below if you have other concerns about transaction management in QBO. I'll gladly help. Take care and stay safe always.