RepairContact
1766A Union St
San Francisco, CA 94123
United States

Understand the Find Feature in QuickBooks

Understand the Find Feature in QuickBooks

QuickBooks Error

Understand-the-Find-Feature-in-QuickBooksUnderstanding 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.
  • Items.

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:

  1. Open QuickBooks.
  2. Click on form that you want to search for.
  3. Click on Edit.
  4. Select Find.
  5. Enter name of form and apply relevant filters.
  6. 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

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.

RepairContact

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 ✆+1-855-548-3395(Toll Free).

See Also Search Field Feature in QuickBooks 2018 Online

See Also How to Find QuickBooks Licensing Information

Related Searches

No Comments

Leave a Reply

Your email address will not be published. Required fields are marked *

QuickBooks-Error-Code-1722
QuickBooks Error
QuickBooks Error 1722 – How to Fix and Resolve

QuickBooks Error 1722 is considered as the most common error and it leads to Windows running slow and the system starts to freeze occasionally. In this blog, the user will describe the multiple causes of this type of error and easy solutions to fix the error. The user could resolve …

Technology
Sage Error 7806

Sage 50 Error 7806 is caused by Windows Installer, which makes it difficult for the software to install. Sage 50 is accounting software that was designed for small and medium businesses. It offers professional accounting services, which is why it’s become so popular with modern teams. Sometimes errors like the …

QuickBooks Error
Intuit QuickBooks Support ProAdvisor

QuickBooks ProAdvisor helpdesk is available round the clock via RepairContact’s helpline. The helpline focuses on resolving errors and issues related to QuickBooks accounting software via call or remote support. Assistance is provided by certified QuickBooks ProAdvisors with technical knowledge of the operating system. QuickBooks ProAdvisor Accounting Technology Assistance With the …

Disclaimer - Repaircontact is the sole organization that provides you customer assistance for all the accounting services such as tax, payroll, accounting, inventory, customer transactions, bill payments, etc. All the content on the website is the property of the company and we are not associated with any third-party organization. We provide customer assistance 24/7 via a toll-free number, email, or live chat.