The
QuickBooks Search feature has been available since QuickBooks 2011. The traditional “Find” options are still available, but you may not use them nearly as much in the future once you get used to the Search button. QuickBooks Search has been a powerful tool in finding information across your QuickBooks data including list entries like customer names and items. Now, this is a big improvement compared to the Find option. QuickBooks Search will look for information all across your company file including list entries while the Find option will only search for transactions.
QuickBooks Search can help you quickly find the following:
• Forms/transactions (invoices, estimates, and so on)
• People (customers, vendors, employees, and other names)
• List entries (items, tax items, and so on)
• Amounts and dates
• Menu commands (QuickBooks opens the menu and highlights the command for you)
• Specific text within notes, descriptions, memos, and transactions
Two ways you can access QuickBooks Search:
1. From
Edit > Search
a. In the Search field, enter the word you want to find.
b. Press Enter. QuickBooks displays the results of your search. Below Show Results From, QuickBooks categorizes the results.
You can click the category that you want to view. To the right, QuickBooks displays the results in that category. Move your pointer over a search result to see the actions you can perform. You can Open, Receive Payment (for open invoices), Pay Bill (for unpaid bills) and Email transactions. For List entries like names or accounts you can Open, Edit or Create Transaction such as invoice for Customer.
c. (Optional) Use Amount and Date Range to further refine your search.
2. From
QuickBooks Search in the Icon bar.
You need to set the preference for QuickBooks to show up in the Icon bar from Edit > Preferences
You can also use the QuickBooks Search to access the QuickBooks Help to look for support articles and community discussions by clicking on the drop down from the Search Bar and selecting Help.
