After you've entered transactions such as checks, invoices, or bills, you may find you need to edit a transaction at a later date. If you need to locate and find a transaction in QuickBooks, use the Find feature. The Find feature lets you search for specific transaction numbers, dates, or items. It can be used to perform custom searches of almost every transaction field used in the various QuickBooks forms.This feature works the same in versions 2011–2016 of QuickBooks.
The Find window has two tabs; the Simple tab for performing basic searches by transaction type and the Advanced tab for performing detailed searches of specific transaction fields. To perform a simple find, follow these seven steps.
Lee is a writer, editor, and technology evangelist. Lee received her undergraduate degree in Communications from Ithaca College.