Have you ever found that you know you JUST entered something into QuickBooks, but you can’t for the life of you find it? QuickBooks Online has a recent transactions drop down, which makes this easy to resolve. Here’s how to use QuickBooks Desktop to find what you entered or modified today.
In the video I show you 3 ways to use QuickBooks Desktop to find what you entered or modified today:
- Sort a check register by order entered
- Use the Calendar feature
- Run a report
Sorting the check register is an option at the very bottom, that’s easy to miss. Many clients miss this for years, until someone like me comes along and, I show clients where this option was sitting right in front of them all along.
The next way to use QuickBooks Desktop to find what you entered or modified today, is the Calendar.
The Calendar feature in QuickBooks Desktop is an unsung hero!
This feature makes it so easy to track down transactions entered on any given day. I cringe at how often I show this to clients who tell me they had no idea this was there. This feature dates back a few years and versions ago, but it doesn’t seem widely known. Clients of mine now have this bookmarked in the icon bar, and they use it daily.
The last way to use QuickBooks Desktop to find what you entered or modified today, is to create a report.
You can run a transaction detail report in QuickBooks desktop. The filter based the date a transaction’s was entered or modified. This is important to distinguish from the actual transaction date. If I edit a transaction from 1952, it will show up on a report that displays all transactions dates, that were entered or modified today. I didn’t cover this, specifically in the video, but you can use both transaction date, and entered or modified dates to get some nice reports.