if you have entered many transactions into your QuickBooks file it would be helpful for you to be
able to search and find the things you're looking for there are four common tools that will help
you find anything you need even though you already know how to find things from your reports and even
though you already know how to find things in the register these four tools will also help you find
anything that you put they are the customer center the vendor Center the find tool and the search
tool let's take a look at each of these one by one from the icon bar click customers and the customer
Center will open up all you have to do is click on a particular customer or income source and
you will be able to see every transaction for that particular customer for example Molly's saloon is
one of Joe's income sources and if you notice all you have to do is click and select Molly saloon
and you can see every single transaction that you had with Molly saloon like the deposit you
made on June 1 into M&T Bank for your thousand dollar paycheck or the deposit that you made
into Chase Bank that you got from Molly saloon check number 88 for $1400 the vendor Center is
exactly the same you can click vendor and you'll get a list of every person or company whom you've
ever paid when you click and select that company for example Verizon you can now see every single
check or every single transaction that you had with Verizon notice that back on June 4th you
wrote them a check from M&T bank for two hundred and fifty dollars and you'll notice also for
Verizon on June 17th you charged on your Citibank credit card 145 dollars to Verizon all you have to
do is click on any other vendor for example FedEx and you will see each transaction where the money
came from or - as well as the amount and the date the find tool is another useful way for you to
find and manage your QuickBooks file the fine tool allows you to find transactions by amount fined by
transaction type like check credit card charge or deposit it also allows you to search and find by
date there's also an ability to find by person but you might not need that because you already know
how to use the customer and vendor center you could also use the advanced find which I will
give you a small overview of and if you like to use the advanced find I recommend that you watch
additional QuickBooks videos on how to use them let's take a look at how to use the fine tool
from the top left of the main menu click Edit find and the find window opens up most companies have
many different types of transactions but since you are an individual you're more likely to be
searching for a particular check you can search for a particular check just by the number let's
find check number 3 click in the number field type the number 3 and click find now notice two
checks with the check number 3 came up why is that well one of them was made payable to Capital One
on June 19th and another check number 3 back on June 13th was paid to con Edison but how could
you have the same check number for two different payees very simple they came from two different
bank accounts if you need more information about the check you can double-click this window that
opens up shows you everything that you put about that particular check even though this check was
recorded in the register when you double-click from the finder it that particular check will
open up in this window notice this check number 3 that was written to Capital One on June 19 is
from the Chase Bank account however if we double click the other check number 3 we can see that
this check number 3 was written from the M&T bank account and it was paid to con Edison for
electricity on June 13th if you want to find any deposit or credit card transaction you will have
to use the advanced find in the same window for example let's find every deposit more than $600
from the main menu click Edit fine then you have to choose the Advanced tab after you click on the
Advanced tab you have to scroll all the way down till you get to the choice transaction
type click on transaction type and then a pull down menu appears showing you every possible
transaction type in QuickBooks in our case we're looking for a deposit now notice when you choose
deposit that criteria gets put here on the choice list on the right leave that alone and then scroll
all the way up and choose amount because we're looking for a deposit of a particular amount
and the amount we're looking for is greater than or equal to $600 now when we click find you have
every deposit in this file that's greater than $600 don't forget if you double click on it in
the fine window it will open up in deposit window and even though you recorded this deposit in the
register QuickBooks considers it recorded in this window and you can see all the debt details about
this deposit what about this we would like to see every credit card transaction before June
9th so from the main menu we click Edit fine you must choose the Advanced tab and because
we're looking for a particular transaction type we have to scroll down in the filter box click
transaction type and then in the new pulldown menu choose credit card now if you click find
you will get every single credit card transaction in the file when you click reset everything clears
itself so you would have to go down again and find transaction type and choose credit card but if you
want to see more detail in other words we don't just want every credit card transaction we want
every credit card transaction after June 9th so we then have to scroll up and go to date because
now we're also finding by date and we want to find every credit card transaction from June
1 to June 9 now when we click find we notice there are only six matches that means there
are three transactions because when you use the advanced find it always puts two lines for every
one transaction this is something that comes from accounting now this fine window is very
helpful so this will be the last window then we'll fill the last open spot in our icon bar I suggest
you click View ad find - the icon bar and click OK and now we have it available anytime we need
it'll actually remember the recent search so you should probably click reset before you add it
to the icon bar the search tool is one of the best things in QuickBooks you can use to find
something you're looking for the search tool will search through every field of every piece
of information in the file to find the matching text that you put so then you will ask where do
you put text well transactions have a memo for text so if you recorded a detailed memo about
an explanation regarding a transaction that would be text that the search tool can use to help find
that transaction another place that you sometimes type in text is the address of the customers and
vendors so if you're looking for a customer or vendor on a particular street you can use
the search tool to find that customer or vendor for example let's imagine that the beer an NGO
is on Honeywell Street and you put that in the address when you set up that income source let's
also imagine that FedEx delivered the June 7th to Honeywell Avenue this is all relevant because
you're going to type in the word Honeywell into the search bar and you will see both of these
things one is a street address the other is a transaction but they will both come up in the
search result list in the top right of the icon bar is the search tool clicking it and type in
the word for words that you're looking for oops honey well now normally when you click this eye
glass results would come up here on the right now right now it's just searching but what you should
see in a minute is a list of every item in this QuickBooks file with this word Honeywell and you
will see whose address it's in and you will see which checks deposits or credit card transactions
this word is a part of in my case the computer or the QuickBooks is not working properly because you
would normally see it listed here and then of course you could click on it and see which one
it is since my computer is not currently working properly regarding the search bar in QuickBooks
I'm going to include in this video a clip of another video that I made for someone else to use
the search tool the only difference is that other individual is actually a business but the idea
of using the search bar tool is the same so just watch the results as you see it in the remaining
part of the video and I'm sure you will be able to use the toolbar to its full advantage and now
we will learn how to use the search bar which is a tool that allows you to find any item of text
in any of the records in the QuickBooks file and now we will learn how to use the search bar which
is a tool that allows you to find any item of text in any of the records in the QuickBooks file for
example let's find every instance of the word cookie we go to the search bar and we type it
in and then when we click the eyeglass we notice if searching now and now notice two items or two
instances of the word cookie are somewhere in Steve Thomas's file the first instance is in
this invoice to truce brothers and the second one is in the customer records for giovanna
if we double click this particular transaction okay we can click open to open it up we see and
in the bottom left corner of this invoice where it says memo I purposely wrote remember to bring
cookie the other instance of the word cookie is in the customer records giovanna's Oh so if
I click open here I can get the customer center and it highlights the one with the word cookie
in the record when I double click I can see that I purposely put the word cookie and G of G Ivana's
owes address just to illustrate this point and that's how you can use the search bar to your it