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September 18, 2024

Hi mk1build-outlook, thanks for posting on the Community today

 

You can use the transaction search function (Take me there) in QuickBooks Online to search for a desired transaction. Here's how:

 

1. Select the Search icon.
2. Select the desired transaction from the results that automatically populate under the search bar. 
3. If the transaction you’re looking for doesn’t appear in the results, select Go to transactions search.
4. Adjust the filters to find the type of data you want. Select More Filters and enter other details. This should give you a list of transactions that meet your filter criteria.
5. Select the Gear icon to customise your results, then select the columns you want to display.

 

For full steps, check out our online guide. Thanks for reaching Intuit support. We'll be here if you need any further help.