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This chapter is from the book

This chapter is from the book

Searching for Transactions

If you are looking for a particular transaction, such as a payment you received or check you wrote, you can find the transaction by searching in your check register.

  • yellow-circle-1.jpg Select Lists, Chart of Accounts to open the Chart of Accounts (or press Ctrl+A).
  • yellow-circle-2.jpg Double-click the name of the cash account you use for your payments and deposits. The account register appears.
  • yellow-circle-3.jpg Click the Go To button.
  • yellow-circle-4.jpg Click the arrow next to Which Field to display a list of field choices.
  • yellow-circle-5.jpg Click the field in which you want to conduct your search.
  • yellow-circle-6.jpg In the Search For area, enter the payee name, account name, or amount for which you are searching.
  • yellow-circle-7.jpg Click Back to search backward in the register, or click Next to search forward.
  • yellow-circle-8.jpg Continue clicking Back or Next until you find the transaction you want.
  • yellow-circle-9.jpg Click Cancel when you’re ready to close the Go To window.
  • yellow-circle-10.jpg Double-click the register transaction to display the original form that was used to create the transaction.
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