How do I search for a specific transaction?

Learn how to use the filters to look up business transactions.

On the left navigation bar, click Accounting, and select “All Transactions” from the drop-down menu.

You should see the following screen with a list of all transactions recorded on your connected business bank accounts and categorized into three views: Expenses, Income,  and Shareholder Distributions

1. Click the corresponding button to switch between views and review the list you need.

2. Use the search bar to quickly find transactions by name.

2. Use the toggle arrows to sort or filter transactions based on different criteria: Date rage, amount or category.