and now we are going to learn about features and QuickBooks that allow you to find any transaction
you're looking for after it has been recorded into QuickBooks if you're trying to find payments which
is usually the most common transaction in a file there are two ways that are readily available for
you right now that you can look at you could find payments by vendor or you could find payments by
the expense account that it's in if you're looking to find payments by vendor you can use the vendor
Center and it's very easy you can click right on that vendor if you're trying to find payments by
the expense account you can open the trial balance and just double click right on that expense and
you'll get a list of every payment towards that expense right now let's just take a look at the
vendor Center from the icon bar you can click vendors and now a good friend the vendor Center
window will open up you might remember that just by clicking on one of the vendors on the left you
get a list of transactions for every one of those vendors for example if you click Rex repair you'll
get a list of every transaction that you ever did with Rex repair and you could always double click
and take a look at the details of that transaction if you want to search for a particular payment by
going through each expense account you can double click on the trial balance and double-click the
expense that you want to look through and you'll see every payment towards that expense for example
let's open the trial balance and let's double click delivery expense when I double-click
the money amount of the delivery expense in the trial balance a window opens up and it shows me
every single payment for delivery these two were credit card charges and if I expand the column a
little this one was made by Holden from Holden's pocket from Holden's personal account and that's
why it says this one came from capital one this one came from Chase Freedom you can make this
a little wider but this one came from Holden's personal account the top and bottom payments for
delivery were from fedex but the middle one was from UPS so any account in the trial balance you
can double-click the balance and get a detail what about repair look at repair expense 420
dollars you say well why is it four hundred twenty dollars if you want the answer double click repair
expenses four hundred twenty dollars because we wrote Rex a check for repair on July ninth for
a hundred dollars and then on july 23rd hold and paid from his personal account 320 dollars for a
business repair so using the vendor Center and also double clicking the account in the trial
balance are two very good ways to find anything you're looking for there are two additional
tools and QuickBooks that help you search and find things you're looking for inside the file however
these two features are probably not needed if you're doing the minimum amount of QuickBooks and
you're following the steps that are in this video but I decided to include two bonus videos one for
each of the tools that also help you find things in QuickBooks one will be about the fine window
and the other will be about the search tool and they're included in this video if you just allow
this video to contain you to run please keep in mind that these two other these two other videos
have been made for another company these two videos were made for one of my very specific and
very nice clients so be aware that these videos will not apply to the file that we've been using
but they do clearly show how you can use these tools in any QuickBooks file to find what you're
looking for I hope you enjoy them I hope you learn from them and after you experiment and explore
with what you learn you can proceed to the next video and now we will learn how to use the find
window in our first example we'll find an invoice from your head okay from the top left button here
click find transaction and the fine window opens up the Advanced tab will be shown later and you
might need a separate video to really master how to find things in an advanced level but the simple
tab will work for ninety-nine percent of the time you would choose the type of transaction you're
looking for if you click here for estimate and you click the find button you'll get a list of every
estimate that's in the file if you click invoice and you click find you'll get a list of every
invoice that's in the file and you'll be able to double click and have that invoice open right
in front of you okay but the great thing if you click reset it clears out the great thing about
the fine window is you can search by anything you know about that transaction for example if
I want to see all the invoices specifically for the muirhead company I would come down here to
meet new your head so now i have invoice your head selected and i click find this is the only invoice
in the file to this customer and i can double click and go right to the invoice print it edit
it or whatever i need to do you could also find the transaction by amount for example I happen
to know that there's a transaction somewhere for 231 dollars click find transaction and if
we click estimate and we put in the amount 231 then click find nothing happens but if we choose
invoice and we put the invoice of an amount of 231 dollars notice the invoice to marry Thomas
on May seventeenth comes up we could also search by date as well as by customer or invoice number
for any tour any number for any transaction type that we choose okay when we click when we double
click we can see that invoice okay what if we wanted to search by check okay i want check number
one click find and there's nothing but what about check number 61 click find check number 61 was to
abco refrigeration when I double-click I can see the actual check that I recorded when I entered it
and now we will learn how to use the find window in our first example we'll find an invoice from
your head okay from the top left button here click find transaction and the fine window opens up the
Advanced tab will be shown later and you might need a separate video to really master how to
find things in an advanced level but the simple tab will work for ninety-nine percent of the time
you would choose the type of transaction you're looking for if you click here for estimate and you
click the find button you'll get a list of every estimate that's in the file if you click invoice
and you click find you'll get a list of every invoice that's in the file and you'll be able
to double click and have that invoice open right in front of you okay but the great thing if you
click reset it clears out the great thing about the fine window is you can search by anything you
know about that transact for example if I want to see all the invoices specifically for the muirhead
company I would come down here to mutiny your head so now i have invoice in your head selected and i
click find this is the only invoice in the file to this customer and i can double click and go right
to the invoice print it edit it or whatever i need to do you could also find the transaction by
amount for example i happen to know that there's a transaction somewhere for 231 dollars click find
transaction and if we click estimate and we put in the amount 231 then click find nothing happens
but if we choose invoice and we put the invoice of an amount of 231 dollars notice the invoice
to marry Thomas on May seventeenth comes up we could also search by date as well as by customer
or invoice number for any tour any number for any transaction type that we choose okay when we click
when we double click we can see that invoice okay what if we wanted to search by check okay
i want check number one click find and there's nothing but what about check number 61 click
find check number 61 was to abco refrigeration when I double-click I can see the actual check
that I recorded when I entered it 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 choose brothers and the second one is in the customer
records for giovan oh 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 Giovinazzo
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 o's address just to illustrate this point and that's how you can use the search bar to your