If you're searching for your data in Quickbooks Pro, this online video will show you how to find it expediently. Learn how to use the Search tool and the Find tool to streamline your search for transactions, and how to locate any information stored in your company file by invoice number or any other piece of customer data.
There's two tools available in QuickBooks to help you find your data.…There's the search tool and the find tool.…With the search tool, you can find anything in your company file.…With the find tool, you can search for transactions.…Let's use the search tool first.…I can either get there by putting in my search right in this box in…the navigation pane, or if that was collapsed,…I can simply click Edit and choose Search.…It's going to bring up the search box.…And here, I can type in anything I am looking for.…For an example, I can put in a particular invoice…number, I can put it in and hit the Enter key.…
The results are categorized.…For example, it'll show me how many results come up in…transactions, in a customer list, a vendor list, or any other list.…It's categorized too.…If I click the arrow next to Transactions, it'll…tell me which transaction that search result came up in.…I found the invoice.…I can click Open, and go directly to that invoice.…I can also put in a customer name, for example, Red Express.…
Author
Jess Stratton
Released
11/19/2013- Setting up a new company file
- Working with the chart of accounts
- Adding bank accounts and credit cards
- Setting up sales tax
- Adding customer, vendor, and employee profiles
- Billing customers
- Receiving payments
- Handling refunds
- Recording deposits
- Paying employees
- Sharing QuickBooks with others
- Running reports
Skill Level Beginner
Duration
Views
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Introduction
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Welcome54s
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1. Navigating QuickBooks
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A tour of the interface2m 35s
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2. Working with Company Files
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3. Setting Up Shop
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Setting up sales tax6m 26s
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Adding vehicles1m 52s
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Editing company information1m 20s
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4. Adding Customers
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Working with leads1m 51s
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5. Working with Vendors
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6. Adding Employees
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7. Day-to-Day Operations
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Creating estimates6m 42s
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Entering vendor bills1m 25s
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Invoicing customers4m 36s
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Progress invoicing customers2m 35s
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Receiving payments3m 20s
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Entering credit card charges2m 25s
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Recording deposits3m 30s
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Paying vendor bills1m 58s
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Printing checks3m 1s
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Working with jobs2m 36s
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8. Handling Special Cases
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Taking care of refunds2m 35s
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Handling customer credits2m 28s
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Fixing mismatched data5m 34s
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Discounts2m 30s
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Entering statement charges2m 15s
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Assessing finance charges2m 13s
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Memorizing transactions3m 18s
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Reconciling bank accounts3m 37s
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9. Payroll
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Turning on payroll2m 16s
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Setting up payroll items2m 53s
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Paying employees3m 38s
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10. Online Banking
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11. Sharing QuickBooks with Others
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Enabling multiuser mode3m 30s
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12. Finding Information Quickly
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Using the Snapshot tool2m 49s
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Searching for data2m 30s
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Filtering lists1m 48s
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Classes1m 57s
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13. Reports
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Introduction to reports2m 51s
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Filtering a report2m 3s
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14. End-of-Year Preparations
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Setting up 1099 forms4m 44s
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Closing the books2m 9s
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15. Customizing QuickBooks
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Conclusion
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Next steps34s
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Video: Searching for data