Ever get stuck looking for a specific transaction in QuickBooks? My Go-To trick is to use the Find feature. Press CTRL+F (hot-key). It is also accessible from the Edit Menu. This will allow you to quickly search for anything from amounts to check numbers, and more. I usually start with a Simple search, but you can also do an Advanced search for more complex finds. After selecting either the Simple or the Advanced tab, it is always helpful to press the Reset button on the right side of the window to clear out any filters from any previous searches. Doing this will ensure a more accurate outcome. The Find feature has saved me loads time and definitely beats scrolling through endless register entries! Happy hunting!
The McKelvey Group provides Outsourced Accounting Support to growing companies across all industries. Stay tuned for more Accounting tips from me!