I can search and find an expense online using the transaction description but the mobile app cannot find it. So I’m constantly falling back to the web version.

Hi @dat3,

I am delighted to have you here.

Here's how you can find transactions with the search function.

Search for transactions using the magnifying glass

1. Select the Magnifying Glass.
2. Enter the date, amount, or transaction number you’re looking for, then select the desired transaction.
3. If the transaction you're looking for does not appear on the results list, select Advanced Search.
4. Adjust the filters to find the type of data you want. For example, use the following filters to find all transactions from the past 30 days with a value of $100.
   1. Change Reference no. to Last Modified Date.
   2. Change Today to Past 30 Days.
   3. Select Search. This should give you a list of transactions that meet your filter criteria.
   4. Narrow the list by changing Last Modified Date to Amount. Choose Equals from the second ▼ drop-down menu, then type 100.
   5. Select Add Filter.

Search for transactions by customer name, supplier name, and transaction type Search by Customer Name

1. Go to Sales, then select Customers.
2. Select a customer to view the transactions.

Search by Supplier Name

1. Go to Expenses, then select Suppliers.
2. Select a supplier to view the transactions.

Search by Transaction Type (Sales)

1. Go to Sales, then select All Sales.
2. Select the Filter ▼ drop-down menu.
3. From the Type ▼ drop-down menu, choose your desired transaction type, then select Apply.

Search by Transaction Type (Expense)

1. Go to Expenses, then select Expenses.
2. Select the Filter ▼ drop-down menu.
3. From the Type ▼ drop-down menu, choose your desired transaction type, then select Apply.

I'll be here if you have other questions or concerns.

Regards,