Searching

[drpeej]

How do I search for entries in my accounts? I want to find all entries with a value of £75.01 but I can’t find how to do it.

There is a ‘quick search’ box but nothing happens when I try it. I can’t find any other search function

[QFMathew]

Hi @drpeej

Are you looking for bank entries, invoices or in a nominal code?

There is a ‘quick search’ box but nothing happens when I try it

The Quick Search is more for pages within QuickFile rather than data. You could use this to search for a specific client or invoice for example.

[drpeej]

I’m looking for bank entries - either by payee or amount. I used to be able to do this easily in Clearbooks

[QFMathew]

You can perform a search on bank entries in one of two ways.

1. From the bank statement page. When viewing a bank statement, click on Advanced Search. Here you can search by a number of different fields, including date, amount and reference.

2. By Client or Supplier. If you’re looking all all payments from a particular client or supplier, view their details (e.g. Sales >> View clients >> Select a client), and then click View >> All payments. This will list all payments for that particular client or supplier.
   The full list of payments is also available by going to Sales (or Purchases) >> View payments.
   Both of these screens use the same layout and both come with an advanced search option too.