Have you been using QuickBooks Online and when you go to entering your transactions,
they get lost. And you're like,
I tried to search them and I cannot figure it out.
Well, today, in this video, I want to teach you how to use the search feature
If we've never met for Hi, I'm Candus Kampfer.
And I love to help business owners and bookkeepers create Confidence,
and simplicity with QuickBooks. And that's exactly what we do on this channel
through tips and tricks.
So today, we're gonna dive into QuickBooks Online,
and start looking at the search feature.
If you're needing this for desktop,
go up above, and I will link the search video,
specifically for desktop users. So, let's jump in to our QuickBooks and start checking
let's jump into our QuickBooks and start
checking out the search feature.
So,
if you've been entering in transactions, and then you go, wait,
where did that go?
There's a few different ways to find it. So you can go up here to the search
feature, there's like a little icon.
You can also if you are a keyboard person, you can do Ctrl, Alt,
F, all at the same time, hold them down.
Or
if you are a Mac user, you can do Ctrl,
a Mac user, you can do Ctrl, option
F, all at the same time, and you'll find your search feature
So I'm curious, let me know down below,
have you been using a search feature? Are you having a hard time with it? What
Are you having a hard time with it? What is,
the hardest part? So one of the things you can do is you can
one of the things you can do is
you can look up your details.
So let's talk about what's showing here
is giving you search ideas, you can look things up by
just the customer's name, vendor name,
a transaction you can also look at reports
and different types of accounts,
you can search by the name, the address, the dollar amount, the date, all of that.
Here, you'll see your recent transaction.
So these are gonna be the last 10
transactions that you've recently opened or looked at.
If you want to look at more, you can always click View More.
And it's gonna go into what we call the advanced search features.
We'll talk about that in just a minute.
So let's say that you are looking for
we're gonna use our shortcut keys Ctrl, Alt or fine,
and the F
And let's say that we want to look up something by the dollar amount.
So we'll put in $100.
We'll put in 100. Right?
Now
the software doesn't know,
are you looking for
the number 100 or the dollar amount of 100?
So it's gonna give you all options
And sometimes people be like, Why is it giving you that?
So you want to look at what's bolded
is gonna tell you why it's giving you those details.
those details.
If you a
dollar amount at the beginning,
you'll notice it's only gonna give you dollar amount transactions or
if you add a decimal point the moment you add a decimal point
it's going to also be searching only for dollar amount.
So be aware of that when you're looking through things. What type of transaction Are you looking for? And the
What type of transaction Are you looking for?
And the number that you're putting in? Or the name that you putting in.
Why are you entering that, beacuse it's going to filter it.
So let's say that we're looking for something based off of our insurance company
maybe we want to look for a policy,
maybe we want to look for
general liability policy. So
first we could type in insurance.
And it's gonna give you the transactions that
are related to insurance its gonna give you the contact
related to insurance pretty neat, right? Also the
Also the report or accounts that have the name insurance in them. Now
that have the name insurance in them.
Now, maybe you're like, Okay, well, what I'm really looking for,
and you could start clicking on these to figure it out.
But maybe you're looking for your general liability policy, and maybe
maybe you've added that note
into the transaction.
So you'll notice that
when I typed in general now, now this one specific transaction
populates right here,
when I click on that,
it's gonna take me into
an insurance payment, right? So this is a bill,
I coded it's insurance. But under the description, I added
general liability policy. So know
that even the extra details that you're added
are searchable, if you're you're looking for them.
So,
in the future, if you're looking for something, make sure you add
a little extra detail
in the transaction itself.
So that you have searchable. Now you do need to be aware of what you're entering
for your data
to be able to use the search,
there's many different ways that you can look for it based off the name,
the type of account,
the dollar amount, the date, all of those things
and more.
Now, we talked about the search
feature, the advanced feature. So when you're in here,
you can come down here to the bottom
and click Advanced.
And this will bring up, so what this gives you
is you can look up your different transactions. So you can look them up by
transaction line
then you come down here to reference and it will give you different types of references.
You can look it up by all transactions.
And then when you do this,
you could do amount in line. What's great about doing amount and line specifically,
is say that we are entering that $100
and we click search
it's going to give you anything that is the exact dollar amount total
that is the exact dollar amount total
or a line item.
So for example, here on Amy's bird sanctuary,
she has both
that'll take you into the account itself Let's go back one
we will click on the transaction, the invoice
on her transaction, she had a total of $100
right?
but then there was sales tax so it became 108 Total because it 8% sales tax.
So even though the full invoice was 108,
we typed in 100, it went and looked for something that had a line item of 100.
of 100. Right.
So you can start looking
at both the total invoice amount
or a line item amount, it'll give you all of it.
And you can add filters. And you can add layers upon layers upon layers
of looking for specific transactions, details.
So go in and start checking out. And I want to give you one more tip.
So one of the things that I find when people are entering in their transactions
is sometimes they
skip details, like
for example they don't put in the payee,
right,
where you're spending the money.
The disadvantage to that
is that when you, two disadvantages
one, when you come in here later
to look under expenses, and you come over here to the vendors,
because vendors are the people and places you spend money.
your transactions will not show up underneath each of these, for example, an insurance
If I had ignored or
this is a sample file, if they had ignored putting the payee in as an insurance, that
putting the payee in as an insurance,
that transaction would not show up under here,
which also would make it where you can search it
by the name.
So if you have been using bank feeds, yes, I'm speaking to online users specifically,
if you've been coming in here, and you're just
adding transactions without adding the payee,
you're missing a vital step
of entering in your transactions to find it later,
as well as using the search feature. So,
make sure if using bank feeds that you want to be adding
who
the payee is, whether it's a customer or a vendor,
and making sure add that level of detail of where it went, what type of category,
also something that's searchable,
and it will automatically give you the dollar amount
and the date so make sure you're really looking at this and not just
randomly adding them, but that you're taking the time to slow down and
but you're really taking the time to slow down. and really look at them
Let me know below
If this is the first time you've heard about the search feature?
Have you been using it? Did you use a shortcut?
What was your favorite part of this video?
let me know I'd love to hear.
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Also if you're looking for training on
how to really really customize your QuickBooks, how to understand more about the bank feed,
or any of the other things that we talked about today, check out my
Check out my Customizing QuickBooks workshop.
And I'll teach you more about, how to Customize QuickBooks.
specifically for your business.
Thank you for being here and I look forward to seeing you
on our next tip and trick. have amazing day. Bye. Today we're gonna jump
Have amazing day. Bye. Today we're gonna jump
Bye.
So today, we're gonna jump in