Transactions > Finding a transaction
To find a transaction using the Find Transactions window
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In the Find Transactions window, click the appropriate tab—for example, the Card tab to search by card.
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Filter your search using the Search by and date range fields. For example, to search for all transactions made on October 10th, 2011, relating to Carolina Industries, you would make the following selections in the Card view.
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Click Filters. The Advanced Filters window appears. A Clear Filters button will be available when a filter has been selected. Clicking this button will clear any previously selected filters.
The transactions that match your search criteria appear in the Find Transactions window. You can view a transaction in detail by clicking the zoom arrow next to it.
To find these types of transactions, go to the Quotes and Orders views of the Sales Register.
To find a transaction using the Sales Register window
The Sales Register window lists all open and closed invoices, quotes, orders, returns and credits, and recurring templates. You can also view a list of all sales.
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Go to the Sales command centre and click Sales Register. The Sales Register window appears.
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[Optional] Filter your search using the Search by and date range fields.
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Click Filters. The Advanced Filters window appears. A Clear Filters button will be available when a filter has been selected. Clicking this button will clear any previously selected filters.
The transactions that match your search criteria appear in the Sales Register window. You can view a transaction in detail by clicking the zoom arrow next to it.
To find a transaction using the Bank Register window
You can use the Bank Register window to find spend money, receive payments, and receive money transactions.
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Go to the Banking command centre and click Bank Register. The Bank Register window appears.
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In the Dated From and To fields, type the date range during which the transaction was recorded. The transactions that match your search criteria are listed in the Bank Register window.
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[Optional] Filter your search using the Search by and date range fields.
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Click Filters. The Advanced Filters window appears. A Clear Filters button will be available when a filter has been selected. Clicking this button will clear any previously selected filters.
To find a transaction using the Transaction Journal window
The Transaction Journal window groups all your accounting entries into one of six journals: general, disbursements, receipts and sales. It also enables you to display all transactions.
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Click Transaction Journal from any command centre (except Card File). The Transaction Journal window appears.
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Click the appropriate tab—for example, the Sales tab to find a sales invoice, the Disbursements tab to find a payment, and so on.
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In the Dated From and To fields, type the date range within which the transaction was recorded. All transactions between (and including) these dates will be listed.
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If you want to search for a range of journal ID numbers, type the range in the ID From and To fields. All transactions with IDs between (and including) these numbers will be listed.
To find a recurring transaction in the Recurring Transactions List window
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Go to the Lists menu and choose Recurring Transactions. The Recurring Transactions List window appears.
search for a recurring transactio which Starts With or Contains a specifiedbyname, amount, or due date.

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