Search and Filter Banking Account Transactions

You can use the filter options at the top of your screen to quickly sort through transactions based on specific criteria.

Filter: By Date Range

To change the date range of the transactions you view, use the dropdown menu for dates.

Filter: By Transactions Description

To locate transactions that match specific keywords, enter your search terms into the 'Transaction Description' field.

Filter: By Transaction Type

You can use the dropdown menu labeled 'Transaction Type' to easily categorize transactions according to their specific types.

• All Transactions
• Asset Withdrawal
• Chargeback
• Customer Claims
• Equity Investment
• Equity Withdrawal
• Expense
• Liability Payments
• Loan Payments
• Loan Proceeds
• Other Income
• Other Receivables
• Payroll Charges
• Revenue
• Revenue Reversal
• Transfer
• Uncategorized Transactions
• Excluded
• Vendor Refunds
  
  

Filter: By Banking Account

You can use the drop-down menu to sort transactions by specific banking accounts.

Filter: By Amount

Use this filter to sort transactions by exact amount or by amount range.

Filter: By Transaction Nature

Use this filter to sort transactions based on whether they are 'Split Transactions', 'Manually Added', 'Duplicate Transactions', or 'Verified Transactions'.

Filter: By Documentation

This filter sorts transactions as 'Documented Transactions' or 'Undocumented Transactions' based on their supporting documentation status.

Filter: By QBO Push Status

This filter sorts transactions based on their status, including 'All', 'Pushed to QBO', 'Push to QBO Disabled', 'Push to QBO Pending', and 'Error in pushing to QBO'.