How to Find Transactions Quickly

Need to locate a customer’s invoice or a vendor’s check?

Note:  This procedure is only available in Peachtree Accounting and Peachtree Complete Accounting.

You can search for transactions in Peachtree based on specific criteria that you enter.

1.      From the Edit menu, select Find Transactions.

2.      Select a Filter range.

3.      Click the Find button to search for specific transactions.

The search results display in the field at the bottom of the window.

4.      If transactions are found, select and display a transaction from the search results:

·         Select the transaction and click the Detail button or

·         Double-click the transaction.

Note: The search is not limited to transactions in the two open fiscal years. If the search results include transactions dated outside your open fiscal years, only those transactions that have not been purged will display. These transactions cannot be edited, but can be viewed.