How to “Find” Transactions in QuickBooks

This excerpt is from OUR EBOOK: How To Do A Year’s Worth Of Bookkeeping In One Day

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It’s so easy to “accidentally” enter transactions in QuickBooks that sometimes that it can be downright frustrating.  Luckily, it is just as easy to find and correct those mistakes.  To do that – to “Find” Any Transaction in QuickBooks, simply do the following:

• “Find” the transaction by Pressing Ctrl + F.  This will open the Find screen, which looks like this (in all versions of QuickBooks):

• Click on the Advanced Tab at the top (shown in red).
• Select “Amount” in the “Filter” box (shown in orange).
• Click on the “=” sign in the Amount Area (shown in yellow).
• Enter the Amount in the box (shown in green).
• Press Ctrl + Enter (or “Find”).
• All Matching Transactions will show up in the bottom (as shown in blue).
• If you see your transaction, double click it to open it.
• Check to make sure all the information is correct and change anything that is not.  Press Ctrl + Enter to save the transaction.

Once you’ve found the transaction and opened it, all you have to do is change it and then “Save and Close” it.  It’s that simple to change a transaction in QuickBooks.

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Other Excerpts from OUR EBOOK: How To Do A Year’s Worth Of Bookkeeping In One Day

• Introduction
• Edit Your Preferences
• QuickBooks Shortcuts