The search field feature in QuickBooks 2018 enables users to efficiently look for particular documents and forms in QuickBooks. This feature has been called smart search as it predicts what the user is searching for as they type on.
The search stores patterns on the basis of which users perform their search operation. By looking at these patterns, the software then predicts future searches.
There are multiple search features in QuickBooks that helps users in efficiently working on their financial data. Some of these search features have been discussed below:
With the Find feature, users can enter various parameters according to which the search should be performed. These parameters often include:
- Transaction Type
- Customer: Job
- Invoice Number
To open this menu, you can go to Edit and click on Find. A new window will open where you can specify the parameters to perform the search. This is just like applying various filters to narrow down search. You can even skip some parameters if you do not want to specify them.
There is another feature related to find, the Advanced Find. Advanced find provides more options than a simple search. Through advanced options, you can access many more filters that will truly allow you to narrow down your search.
Here are Some of the Options Available through the Advanced Find:
- City and Customer Name.
- Type of Form.
- Accounts Payable and Receivable.
- Item name.
- Item details.
- Amount for the item.
- Zip Code.
- Email Address.
- Account Number.
The list goes on and on. There are hundreds of additional filters available which quite appreciated by seasoned users of this accounting software.
Chart of Accounts
If you want to search for particular accounts, then use the Chart of Accounts window. It is a unique feature in QuickBooks that maps to each account present in a company file.
From here, users can view accounts, edit them and use them for creating reports. You can find the Chart of Accounts option on the left panel. If you want to create or delete any account in a particular company file, then that too can only performed from the chart of accounts window.
New Features in QuickBooks 2018
QuickBooks, apart from the Smart Search, has introduced many new features to the latest edition of the desktop accounting software. Some of these features have mentioned below:
Templates used for running customizable reports in QuickBooks. Templates often have pre-applied filters on the basis of which they analyze data. Once the data has analyzed, a complete report saved in QuickBooks.
This report contains a graphical and tabular representation of the findings. In QuickBooks 2018, you will find many new templates.
RepairContact QuickBooks Tech Support Team
QuickBooks technical assistance is available round the clock to help you in configuring the search feature in QuickBooks. Further, QuickBooks help team can configure multi-user mode and multi-monitor setup in QuickBooks. These features will help you and your team in boosting productivity.
To know more, feel free to contact QuickBooks tech support helpdesk at ✆+1-800-986-6821(Toll Free).