Jumping to a transaction while in a register

Did you know that you can "jump" to a transaction while in the bank register of your QuickBooks program? Not many know about this or use this neat little feature in QuickBooks. We all know about the "find" feature, which is also very helpful when looking for something.

When you're working in a register, you can jump to a transaction if you know:

1. The exact amount of the transaction.
2. The payee name.
3. The transaction number.
4. A word or phrase that appears in the transaction's memo.

You can do this only within the current register. If you need to search across multiple account registers, or search for different information than what is listed above, use the Find command instead.

Open your bank register. In the toolbar at the top of the register, click "Go to". Click the Which Field drop-down list and choose the field that applies to what you're searching for. In the Search For field, enter one of the following:

1. The payee name (the name can be a customer, vendor, employee, or a name from your Other Names list)
2. An amount
3. The transaction number
4. The text from the Memo field

Click Next to search forward through the register; click Prev to search backward. QuickBooks selects the first transaction that matches the search criteria you set. When you are through searching, click Cancel or press Esc to close the Go To window.

So, try this out next time you are in QuickBooks. You probably never even noticed this feature (I know I didn't).

Lynda

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