During this time of COVID 19, when many companies are forced to telework, AccountEdge Hosted may be a good option. And it’s important to note that it doesn’t have to be a permanent solution. You can host your company file only as long as needed, then return to whatever environment makes sense for your business. If you’d like to discuss that or any other teleworking solution with a product specialist, please call 800.322.6962. Be safe.

  • Section: How To
  • Last updated: July 18, 2019, 7:31 p.m.

Find Transactions

If you are not able to find a transaction that you entered into AccountEdge there is an option in the program to find transactions.

Click 'Find' located along the bottom of the Command Center.

A window appears and you'll have an option to click on Account, Card, Item, Invoice, etc... 

You can choose to search for a specific piece of information (ex. all transactions attached to a specific card) or a more general search (ex. all transactions attached to all cards).

You will then be able to do a search using a date range. If you click 'Filters' to the far right you'll be able to do an advanced search for the transaction in question.