©D. L. MacMillan, QuickBooks Training Anywhere You Are . Web Learning
There are two ways to search within QuickBooks, the Find feature and the Search feature.
Search uses the Google Desktop search and can be accessed by clicking on the Search button on the toolbar or by choosing Search from the Edit pull down menu. When you click on Search for the first time you will be asked if you would like to Install Google Desktop. Google Desktop can be uninstalled later should you decide you do not want to use this tool.
So what is Google Desktop all about as it pertains to QuickBooks. With this tool which you can access within QuickBooks you will be able to easily search and find QuickBooks transactions by searching for amounts, dates, names, item names and information included in a note field. You can search using multiple words, specify exclusions and search for information that may not be included within your QuickBooks database but does reside on your computer. However all this comes with a price, and that is a possible slow down of your computer’s performance.
And this is where the Find feature comes in. While only searching within your QuickBooks database, Find is a powerful search tool which can be found by choosing Find from the Edit drop down menu. In Find there are two available search choices: Simple and Advanced. And because it is not indexing your entire computer it cuts down on the resources it uses making it a faster search tool and does not affect your computer’s performance.
The Simple search allows you to choose from a list of transaction types and then you may search using a date or date range, a transaction number such as an Invoice number or a transaction amount or a combination of these fields. The search result will be displayed in a table and you can double click on the result to go to the original transaction.
And the Advanced search will give you the option to filter your selection within the QuickBooks fields which will expand your ability to dig deeper into your search request.
Happy searching!
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