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A fast way to access the Find window is to hold down your CTRL key and the “F” key at the same time. When the Find window opens, QuickBooks® defaults to the Simple Find window. Many users don’t realize that they can also access a different Find window by clicking on the button or tab labeled "Advanced."
When you get to the Advanced window, it’s easy to choose a filter (for example, Name) and then type in the beginning of the name you are looking for. In this case, when I typed in “su,” the name “Sue’s Design Services” popped up. When I added the “s” to make it “sus,” “Susan’s Landscaping” (a vendor) showed up in the window.
Here’s what you will see:
QuickBooks® will continue to match the name you are typing in (whether it’s Customer: Job, Vendor or Employee) based on what it can alphabetically match at any given point in your entry.
For example, if you had a customer named “Sudmore, Ralph,” that name would pop up first (as the “d” following “su” precedes our first “su” vendor (Sue’s Design Services). If you had a customer named “Sutton, Richard,” then the vendor names beginning with “sue” through “sus” would come up before the customer names starting with “sut.”
Once you find the name you are looking for, just hit the “tab” key to accept that filter. If that’s the only criteria you want to impose on the current search, just click on the Find button (it’s on the right side of screen) and the results will display in the window at the bottom of the screen.
Treat Yourself to Some Additional Filters
If you’re looking for some specifics related to a customer, you can save yourself some visual searching time by adding additional filtering criteria. For example, you could click on Transaction Type in the left hand menu and then choose Selected Transaction Types from the choices in the center of the screen.
A secondary dropdown list will appear. If, in this case, you wanted to review only certain types of transactions (e.g., checks, bills and credit card entries), you then check them off as shown below.
After selecting the various transaction types you want to view, click on the Find button and your results will display almost instantly.
Reports, Anyone?
Many users don’t realize that, after the search results are displayed, it’s easy to quickly turn the information into a report. The Report button turns from gray to black after the search. You can simply click on it to see your results in a Report format.
The Modify Report screen then also allows you to customize the report to meet your needs. (This feature is also available on the Simple Find screen.)
When to Use Simple Find
Although I very seldom use the Simple Find feature (probably because I’m so used to using Advanced Find), some of my clients like to use it when they are in transaction-entry mode. For example, if they are entering bills that look familiar to them, they can quickly search recent entries by clicking on the magnifying glass icon at the top of the screen (which takes them to the Simple Find window). The icon looks like this:
When you are entering a transaction, the Find feature becomes context sensitive (i.e., it’s programmed to recognize that you are in bill-entry mode). It will only give you the option of selecting vendor names (as you’ll probably be entering a vendor name related to a bill).
You can then quickly search for recent entries for that vendor.
Note: The context-sensitive feature operates similarly in other transaction-entry windows. For example, the Create Invoices Find feature allows access to only Customer: Job names.
Advance to the Head of the Class
Remember, if you want additional flexibility in your Find activities (as described above), you can just click on the Advanced button or tab at any time. I’m sure you’ll agree that gaining an “Advanced” state of knowledge and efficiency is a definite plus.
Send your QuickBooks® challenge to Diane Gilson at QBChallenge@InfoPlusAcct.com. If your challenge is selected for this series (as Jeff’s was), you will receive a free copy of Gilson’s book, "Accounting with QuickBooks® Pro for Home Builders & Remodelers" (available through www.infoplusacct.com or BuilderBooks.com).
Diane C.O. Gilson, CPA, CIA, is a Certified QuickBooks ProAdvisor and MasterBuilder ProAdvisor, author, trainer and construction accounting coach, as well as a frequent speaker at The International Builders’ Show and the Remodeling Show. Her firm, Info Plus Accounting PC/CPA, offers bookkeeping and support services to help construction companies do more accurate and timely job costing and run better management reports. Contact Gilson via e-mail, or call her at 734-544-7620.
Please Note: This article is solely for informational purposes. Reference herein to QuickBooks® software or Intuit, Inc., or any specific commercial products, process or service by trade name, trademark, manufacturer or otherwise, does not constitute or imply its endorsement, recommendation, warranty or guaranty by NAHB. The views and opinions of the author expressed herein do not necessarily state or reflect those of NAHB. NAHB and the author expressly disclaim any responsibility for any damages arising from the use, application or reliance on any information contained in this article. We recommend that users exercise their own skill and care with respect to its use. Because software is continually modified and upgraded, please consult an accountant or information technology advisor before using the information in this article.
Free E-Newsletter: 'Quick-Tips + Business-Byte' From Gilson
To receive “Quick-Tips + Business-Bytes,” a free bi-weekly e-mail newsletter containing QuickBooks® tips and insights for small businesses, e-mail your request to Gilson.
Earlier Articles in this Series:
To read, “Slim and Trim: Fitness for Your QuickBooks® File,” published Aug. 2, click here.
To read, “Liposuction for Your Growing QuickBooks® File,” published Oct. 11, click here.
AccountingPRO™ Available From BuilderBooks.com
AccountingPRO™, available from BuilderBooks.com, is a comprehensive, flexible, pre-built QuickBooks® data file created to meet the specific needs of the home building industry. It is designed for builders, remodelers, developers, contractors (and staff), and to assist the accountants who support them. AccountingPRO™ creates accurate, detailed, useful and timely job-cost reports; reports acceptable to bankers and tax preparers; month-end proofing, balancing and control procedures; and increased bottom-line results. To view or purchase AccountingPRO™ online, click here, or call 800-223-2665 to order.
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Go to NAHB's Business Management Tools Web pages for instant access to more than 170 timesaving, moneymaking and cost-cutting business resources to help you run your business more profitably. Get guidance on accounting and financial management, business strategy, computers and information technology, customer service, human resources and more.
Resources are added weekly, so bookmark www.nahb.org/biztools to go directly to these vital business management resources.
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The NAHB University of Housing Offers Courses on Business Management
The NAHB University of Housing offers a course on business management designed to help builders improve their business and profitability. For a list of current offerings, click here. Search keywords: “Introduction to Business Management.”
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Another in a series of articles about getting maximum mileage from QuickBooks® financial software.
