Use In-Between Amount Search in QuickBooks Desktop 2017 to Filter Amount Ranges

by QuickBooks Canada Team

1 min read

As of 2017, the Pro, Premier, and Enterprise versions of QuickBooks Desktop allow you to search for transactions by ranges. This tool could let you create a report of all sales over $500 and less than $1,000, for example. To illustrate another scenario, imagine that you want to find an old business expense. You can remember it cost between $25 and $50, but you can’t remember where you made the purchase or the exact amount. You can also use the in-between search to look for this transaction. To search for a customer transaction, go to the customer centre of your Quickbooks software. Then, highlight a specific customer. From there, select edit and find from the menu bar at the top of the screen. Alternatively you may use the keyboard shortcut Crtl + F. Find the advanced tab, and select amount. Then, fill in the desired ranges and wait for the search results. You may use this same process in the vendor centre of the software to search for vendor transactions. To create a report that only shows numbers in a certain range, you should start with an existing report. For example, if you want to create a report of monthly sales between a certain range, you would start with a generic report of monthly sales. Once you have the initial report, open it in the report centre, select customize, and open the advanced tab. Find the search filters you want to use, and enter the ranges accordingly. The new report only features numbers in your designated range. The ability to search for numbers or transactions based on a range gives you the flexibility you need for organized bookkeeping and great customer service. With 2017 QuickBooks Desktop, you have this tool right at your fingertips. Consider using this tool to speed up searches and create new custom reports, or check out some of the other updates to the program.

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