Managing Transactions

To find a transaction (Registers)

1. Click one of the following registers in its corresponding command center:

• Bank Register in the Banking Command Center

• Items Register in the Inventory Command Center

• Sales Register in the Sales Command Center. (Then click the tab of the transaction type you're trying to find.)

• Purchases Register in the Purchases Command Center (Then click the tab of the transaction type you're trying to find.)

2. Narrow or widen your search:

• For the Bank Register, select an account from the Account list.

• For all other Registers, use the Search By selection box to choose another way to search -- All selections or one selection.

• Enter a different date range.

Note:  Finding a transaction in the 13th period

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

Under certain circumstances, you may need to perform additional steps before you can find a transaction. (You may need to perform additional steps to find certain transaction)

4. Click the zoom arrow to open the transaction in the window in which is was created.

Related topics

• Finding transactions
• To find a transaction (Transaction Journal)
• To change a transaction
• To reverse a transaction
• To delete a transaction
• Why do some transactions have no zoom arrow?