Understanding the find feature in QuickBooks will help users in increasing their productivity. QuickBooks usually stores a lot of documents and transactions.
When needed, it becomes hard to search for a particular form or transaction. By familiarizing themselves with the Find feature, users can easily narrow down their search and improve their efficiency.
Filters in QuickBooks
Filters are options that users can select on the basis of which search is performed. For instance, users can select a particular customer or vendor as a filter. There are range filters as well to enable searching between two dates or even amounts. Filters are powerful when used while creating reports. Popularly used filters in QuickBooks include:
- Date Range.
- Amount Range.
- Name of Customer/Vendor/Contractor/Supplier.
- Type of transaction.
- Type of form.
These filters will substantially narrow down the search operation. To apply these filters in a report, you can simply use the Show Filters panel. This feature has been recently introduced to QuickBooks and has helped users in creating more customizable financial statements.
When finding a particular transaction or form through the find feature, you can apply these filters to narrow down search. Forms and transactions that match the filters will only be represented.
To Find a Particular Transaction or Form, Follow the Steps Provided Below:
- Open QuickBooks.
- Click on form that you want to search for.
- Click on Edit.
- Select Find.
- Enter name of form and apply relevant filters.
- Click on Find.
QuickBooks will search through the entire company file and return the results. Search can take longer if the files are not indexed or not organized properly.
QuickBooks Accounting Software
There are many other features in QuickBooks that enable users to search for transactions and forms. These features focus on increasing the efficiency of the users. Other efficiency-based features in QuickBooks include:
Invoicing can be handled via this accounting software. You can quickly create an invoice and enter relevant data. Description for the invoice can also be saved along with it. Further, this invoice, once created, can be sent to the customer’s email. Along with all the information, the invoice can also contain a payment link for the valuable customer.
Purchase Orders and Estimates
If you are a manufacturing or retail organization, then you will really appreciate the availability of estimates and purchase orders. Estimates are useful for managing large projects. In estimates, you can enter information about all the needed expenses, raw materials and so on.
On the basis of this, you can create purchase orders and send it to vendors. Purchase orders are very useful and can be sent along with advanced payments.
QuickBooks help team, at RepairContact, can help you in understanding the find feature in this renowned accounting software. Apart from this, QuickBooks technical assistance team is available round the clock and will help you in configuring features present in QuickBooks. To know more, feel free to contact QuickBooks helpdesk at ✆+1-800-272-4169(Toll Free).