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Find a Transaction

You can search the Cash Book for new or old transactions. Use the search to find money spent or money received that does not match your bank statement during a reconciliation. Or, find transactions to review how much your customer paid and what details you are on the customers invoices.

  1. Click on Home
  2. Click on Cash Book
  3. Click Find Edit

    Two windows will open: the Find Transactions (the back window) and the Select Transactions to Find (the front window)

    Go to the Select Transactions To Find window

    For example, you remember part of your supplier’s name

    Click on the drop down and scroll to a name in the list
    Or, go to Name
    Type the part of the name you can remember
    Type an asterisk (*) before and after the part of the name your remember

    The asterisks work in text fields. Do not use the asterisks in date or number fields. Instead, use the drop down options, such as the months.

     

  4. Click the Find selection
  5. A list will be displayed of any transaction with the name you typed. Double-click on the record you want to review or edit.

Print a Transaction

You may want to print a copy of a complex transaction for later review

In the Edit Transaction Splits window, click on Print

 

No Transactions Found

Optional: If no transactions are found or the transaction you want is not in the list, click the Find Transactions button and use different details

 

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