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Using the Find Transactions window

The Find Transactions window allows you to search for transactions in Peachtree. You can enter as many search criteria as you want, using the information you have on hand. Note that this window also allows you to drill down to view individual transactions in detail.

To open this window, go to the Edit menu and select Find Transactions. Alternatively, press <F3> or <CTRL> + <F> from your keyboard.

The following screenshot and reference table show step-by-step instructions on how to find a transaction using the Find Transactions window. Note that each step is assigned a reference number to help you identify the appropriate field or icon in the Find Transactions screenshot.

The Find Transactions window with reference numbers

Find Transactions Window

Step Peachtree
field or button
Action
1 Date field Click the down arrow icon to indicate whether you want to search for a transaction that was recorded today, in the current period or within a particular date range.
2 From and To fields Specify the starting and ending dates for the search (if required).
3 Filter fields Enter search criteria to locate the transaction you want.
4 Find button Click the Find button to display a list of transactions that matches your search criteria.
5 Detail button When the search results appear, click the Detail button to view a particular transaction in detail.

An example of the completed Find Transactions window

Completed Find Transactions Window Return to the top