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July 28, 2020
Question

How could I find the invoices between Sep.1 2018 to Aug 31, 2019? thanks

  • July 28, 2020
  • 1 reply
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1 reply

July 28, 2020

Hi there,

 

QuickBooks make it easy to search for transactions. I'll be happy show you how to do that using simple steps. 

 

To search for transactions, follow the steps below:

  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.

Note: You can customize your results by selecting the small Gear icon above the search results, then choose the columns you want to display.

 

To learn more about this, check out this article here. Now that you know how to search for transactions, you can now proceed with getting ahead with your work. 

 

In case you have other questions, feel free to contact our support team using this link here. Otherwise, leave a comment below and I'll make sure to get back to you.