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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.

Search for a Transaction

one.jpg Select Lists, Chart of Accounts to open the Chart of Accounts (or press Ctrl+A).
two.jpg Double-click the name of the cash account you use for your payments and deposits. The account register appears.
three.jpg Click the Go To button.
four.jpg Click the arrow next to Which Field to display a list of field choices.
five.jpg Click the field in which you want to conduct your search.
six.jpg In the Search For area, enter the payee name, account name, or amount for which you are searching.
seven.jpg Click Prev to search backward in the register, or click Next to search forward.
eight.jpg Continue clicking Prev or Next until you find the transaction you want.
nine.jpg Click Cancel when you're ready to close the Go To window.
ten.jpg Double-click the register transaction to display the original form that was used to create the transaction.
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