Video: Searching your data in QuickBooks 2012

Search in Quickbooks 2012 for Mac is a great feature you can use to find anything in your company file. In this video, I’m going to show you how it works.

Video script:

Hi, my name is Ro, and I’m on the QuickBooks for Mac team. Today I’m going to show you how to use Search in QuickBooks.

The new search makes it simple to quickly access any and all QuickBooks data. As you can see, Search has a “Mac” design and feel. It works a lot like the Mac OS spotlight with search results populated into the different categories you see on the left pane. For example, if you’re a construction company that’s working on several remodeling projects for a customer’s home, you might want to search QuickBooks for all transactions relating to that specific customer.

Double-clicking on a search result will take them to the original transaction. You can also filter searches, for example, finding all transactions after a certain date.

If this is a search that is conducted often, they can simply save the search and even the filters, and access it from saved searches at any time. Search queries are also automatically entered into Recent searches.

Finally, for customers who prefer the Find feature that used to be in QB, it’s tucked right here behind the New Search.

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You can also post your own question to the QuickBooks for Mac community.