Hey, it's Candus and in today's QuickBooks tips and tricks,
we are gonna talk about the search icon. I love it.
So I get kind of excited because recently I was working with the entrepreneur.
And I was like, oh, we'll go find it in the search box.
So we go up to edit and searched, I'm like, you know,
I really need to create a QuickBooks tip and trick on that because I have not done it yet.
So
in today's QuickBooks tips and tricks,
we're gonna talk about the search box.
So come look over my shoulder, and I will teach you how.
Alright, so I realized that in the video, I technically said the search box,
but we're actually gonna use the find feature within QuickBooks.
If you go up to edit,
find, you'll see or Ctrl F,
you can go in and look things up this way.
I'll explain a little bit more as we look at it.
So if you click on that,
you'll notice that you can look up
all different kinds of details.
So if you're looking for invoices by invoice number, or you know a dollar amount,
but you can't find something.
So that's basically what this
find allows you to do it, allows you to go in
with the
facts or the things you do know
and look up
different things. So you can look it up by type
transaction type,
it gives you all the different types of transactions
or you can look it up by invoice number, you can look it up by the actual customer,
or the date or the amount.
That's what you can look up in this sample, if you go over to the advanced
you can click on any of these,
it gets a lot more, you can get a lot more detail.
If you go to say amount
and you don't necessarily know that, if it's an invoice or how you created it,
you can actually go directly under Advanced,
click on amount.
Click equals.
That's what I usually do.
If I note equals, say $100.
And then you can click find, and any transaction you've ever done for $100
will come up
whether it's a check, whether it's a credit card, an invoice,
a deposit, whatever it is for that amount.
So
in the video, I had mentioned that
recently, I've been working with a client,
and she was looking for money she had deposit into the bank,
but she wasn't sure which invoice it needed to be applied to.
And
we were going back looking at, its more in 2016,
she was going back in 2015.
So she was able to type in
whatever dollar amount she was looking for,
hit Search and then find it.
So that was a way we were using it,
you can use this in all kinds of different ways just get in here and
mess around.
You can do any amount,
you
say under a particular class,
you could do any amount
or
you can look it up by billing status like you can,
this goes all the way down any transactions you've ever looked up.
anything you've ever voided.
And you can click find in anything you've ever voided or deleted will be in here as well.
So it's actually a really cool feature that allows you to go in
and look things up that you don't know another way to find
you either know the dollar amount, you know, it was an invoice
you know, it was a customer.
So sometimes clients,
when I teach people how to do bookkeeping,
they know,
they got the information of the invoice number,
but maybe they don't know which customer it was for.
So you can type in
the invoice number search it,
and then it will tell you what the customer is. That's another way to track it.
So
I hope this tip has been helpful for you.
If anything, it's about just creating confidence with QuickBooks,
going in and
getting more familiar with it.
Again, to get this feature, you go under edit,
find,
or Ctrl F
and you will be able to do the research,
I do want to share with you.
I do my tips and tricks every Wednesday,
I happen to be doing a workshop tomorrow, Thursday, April 28th,
depending on when you're watching this video.
And it's about learning how to get started with QuickBooks.
Understanding how to keep it super simple
because a lot of times entrepreneurs over complicate it.
So if you are interested in that topic,
look up at the top right there's
either words or
i icon, and it will share with you the details
of how to register
or you can check out the comments below.
and if you haven't heard
Confidence with QuickBooks, my online program
where I open up twice a year,
I teach entrepreneurs
from the beginning of QuickBooks through the end,
how to customize QuickBooks for your specific business.
This is for anybody who's either brand, a brand new user,
or you try to start figuring out, but you're lost
to somebody who's advanced,
but just
doesn't really understand.
I've worked with people who've been teaching
or using QuickBooks, I should say,
for
10, 20 years and still aren't familiar with different areas of QuickBooks.
So it doesn't really matter,
what experience level you are.
If you really like my tips and tricks and you want to get more familiar with QuickBooks,
or learn a specific area.
The great thing about the course
is you don't just get the How-To videos.
There are live
Q&A training times with me
where I go in and answer your questions about how to apply
what you're learning to your specific business.
So,
feel free to check out confidencewithquickbooks.com.
I also go up to the i
and they're up at the top right
and there will be
a little place you can go and check out more details.
So thank you again for this tip.
Go in,
check out the find feature use it
and I will see you guys in next week's
QuickBooks tips and tricks.
Have an amazing day
Bye-bye.