If you have been looking for an easy way to look up transactions related to your customers, vendors or employees, don't forget about using the transaction tab to locate them.
The screen shot below is taken from the Customer Center (the information below applies to the Vendor and Employee Centers as well):
Once you click on the transactions tab, you then have access to the various types of transactions relating to customers. This list is already organized for you by the type of transaction:
Green arrow: Shows you the list of available transaction types. In the example above, I clicked on the word Invoices, and a listing of all invoices in the default date range appeared to the right.
Red arrow: Note the black triangle just to the right of the word "Customer". This indicates that this information is sorted by customer from A to Z. If you click the word "Customer" again, the list will resort by customer from Z to A. To sort by any of the other columns, simply click on the title of that column and the list will be resorted as you like.
Keep in mind that you can also choose a different range of dates by clicking in the date box and making your selection.
Taking advantage of the various options within the transactions tab can be an easy way for you to quickly locate information within QuickBooks.
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Scott Gregory is a specialist with QuickBooks Pro, Premier and Enterprise software.
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Posted by: Steven | February 02, 2010 at 05:31 PM