To find a Receive Money transaction

If you haven’t already read the Receive Money Overview, see Finding, changing, reversing and removing Receive Money transactions for more information.

Finding Transactions

  1. Click the Inquiry option in any command center. Select the Account tab if it isn’t already selected.
  2. You have two choices:
    • Use the Search By selection box to choose another way to search -- All Accounts or Account.

    • Click the Advanced button to search using additional criteria, such as the date, amount or memo.

  3. The transaction you’re looking for should appear in the scrolling list.

To find a Receive Money Transaction