• 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.