As a bookkeeper, sometimes I have to research an old transaction from either months ago or even years ago. OSI shared some great tips on how to search through Quickbooks. I listed a few which also includes search through Google Desktop.
- Search the account’s register. Go to your company’s Chart of Accounts. There are register for each account on your balance sheet, which includes bank accounts, inventory, accounts receivable, and other assets. For expense accounts, you will have to run a Quick Report.
- Do a Simple Find. While in the register, choose edit and then Find (or press Ctrl-F).
- Advance Find is similar to Simple Find but you can specify criteria (like vendors) for dozens of available fields.
- Google Desktop. First you will have to have to have Google Desktop installed and set up indexing process on your QuickBooks data. The length of time required for this varies, based upon the size of your QuickBooks company. You’ll get the best results from your search if you wait until Google Desktop has completed its initial index.
I don’t have an iPhone, but so many who need to keep track of their time do. Freshbooks has an iPhone application that does time tracking. The free FreshBooks Time Tracking application is now available for downloading from http://www.freshbooks.com/add-ons/iphone.php