To find a bank deposit for undeposited funds transactions

If you haven't already read the Receive Money Overview, see Finding, reversing and removing bank deposits of undeposited funds transactions for more information.

  1. Click Find Transactions in any command center. Select the Account tab if it isn't already selected.

Note: Finding a transaction in the13th period

 If you've entered a transaction into the 13th period by entering an asterisk (*) in the Date field before you entered the transaction, to find the transaction, place an asterisk before the date when you search for the transaction.

For example, if you're searching for a bank deposit using the Account view of the Find Transactions window, be sure to enter an asterisk before the date in the Dated From and To fields. For more information about entering transactions in the 13th period, see Entering transactions in the 13th period.
  1. You have two choices:

    • Use the Search By selection box to select one Account or All Accounts.

    • Click the Advanced button to search using additional criteria, such as the date, amount or memo.

  2. The transaction you're looking for should appear in the scrolling list.

To find a bank deposit for undeposited funds transactions