There are several ways to find a transaction. The method you use depends on the information you have at hand.
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Find Transactions window
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journal entries, sales, purchases, checks, deposits, vendor, and customer payments.
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Sales Register
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transactions relating to sales (such as open, closed, and recurring invoices), quotes, orders, credits, and returns. This search method is most useful if you know the transaction date or the customer’s name.
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Purchases Register
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transactions relating to purchases (such as open, closed, and recurring purchases), quotes, orders, debits, and returns. This search method is most useful if you know the transaction date or the vendor’s name.
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Bank Register
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spend money, pay bills, receive payments, and receive money transactions.
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Items Register
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inventory item transactions over a particular date range. This includes inventory adjustment, build item, and auto-build transactions.
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Transaction Journal window
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Recurring Transactions List window
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recurring transactions. You can sort transactions by name, type, or frequency, or search for a transaction by name, amount, or next due.
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1
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From any command center, click Find Transactions.
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2
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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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3
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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, 2012, relating to Carolina Industries, you would make the following selections in the Card view.
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a
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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.
) next to it.
note : Quotes and orders without applied payments don’t appear in the Find Transactions window
To find these types of transactions, go to the Quotes and Orders views of the Sales Register or Purchases Register.
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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1
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2
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Click the tab of the sales category you would like to view—for example, Open Invoices.
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3
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[Optional] Filter your search using the Search by and date range fields.
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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.
) next to it.The Purchases Register window lists all open and closed purchases, quotes, orders, returns and debits, and recurring templates. You can also view a list of all purchases. 
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Go to the Purchases command center and click Purchases Register. The Purchases Register window appears.
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2
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Click the tab of the type of purchase you would like to view—for example, All Purchases.
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3
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[Optional] Filter your search using the Search by and date range fields.
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The transactions that match your search criteria appear in the Purchases Register window. You can view a transaction in detail by clicking the zoom arrow (
) next to it.
) next to it. You can use the Bank Register window to find spend money, pay bills, receive payments, and receive money transactions.
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2
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Select the bank, credit card, or petty cash account you used for the transaction in the Account field.
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3
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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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4
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If you want to view a transaction in detail, click the zoom arrow (
 ) next to the transaction. |
The Items Register window gives you quick access to transactions relating to items. When the register is filtered to show a single item, a running balance of the item’s quantities and values appears.
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2
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In the Search by field, select whether you want to view transactions for all items or a single item.
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3
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If you selected Item at
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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 appear in the Items Register window.
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6
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If you want to view a transaction in detail, click the zoom arrow (
 ) next to the transaction. |
The Transaction Journal window groups all your accounting entries into one of six journals: general, disbursements, receipts, sales, purchases, and inventory. It also enables you to display all transactions.
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Click Transaction Journal from any command center (except Card File). The Transaction Journal window appears.
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2
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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.
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If you want to view a transaction in detail, click the zoom arrow (
 ) next to the transaction. |
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.
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search for a recurring transaction which Starts With or Contains a specified by name, amount, or due date.
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