Search for an Account

The “Search Accounts” box below the title of the “CHART OF ACCOUNTS” window enables you to search among your accounts to find entries that match specific criteria.

  1. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Chart of Accounts” tab.
  3. To search all account criteria at the same time, leave the “Search All” dropdown menu set that way, and type your search text in the “Search Accounts” box. To search for part of an account name, account type, or detail type, enter only a few letters or numbers into the search field. To view only the sub-accounts of a specific parent account, set the “Filter by Parent Account” dropdown menu to the name of the parent account.
  4. Click on the “Search” button or press “Enter”/”Return” to do your search. The search you requested appears in a gray result box below the search field, and the Account list changes to display only those records that match your search criteria.
  5. To change to a specific search category, click on the “Search All” dropdown menu to open it. Select the category you want: Account Name, Account Type, or Detail Type.
  6. To search by combinations of criteria, repeat your search for each criterion in succession. Each of your searches appears in a separate gray result box below the search field, and the account list changes to display only those records that match all your search criteria.
    • To clear all your search criteria at the same time, click on the “Clear” button. To clear an individual search criterion, click on the “X” at the right end of its gray result box.
    • To sort your search results by one of the categories of information in the account list, click on a column name or the pair of arrows to the left of the name. By default, the records sort in ascending order. To change the sort to descending order, click on the pair of arrows again. Each time you click on the arrows, the sort order changes. You can identify the sort order by which of a pair of arrows is dark gray. When the information sorts in ascending order, the arrow pointing up is dark, and vice versa. On unsorted columns, both arrows appear in light gray.