Search for Records or Transactions

The Search button provides basic options to search for a record or transaction.

ClosedIf you know the customer or supplier's name 
  1. Open the Customer or Supplier icon window.
  2. On the toolbar, type a name in the Search field . Sage 50 Accounting highlights the first record in the icon window that matches your entry.
  3. Press the Enter key to display the customer or supplier record in a new window.
ClosedIf you don't know the customer or supplier's name
  1. Open the Customer or Supplier icon window.
  2. On the toolbar, click the Search button.
  3. (Optional) Enter the first few letters of the customer or supplier's name in the Search box.
  4. Select the customer or supplier from the list and click OK.
ClosedTo search for a transaction
  1. Open the Search window by:
    • Opening the transaction window associated with the type of transaction you want to look up (for example, Sales Invoices) and clicking or next to the source number box.
  2. (Optional) Fill in any information you want to include in order to shorten the results list (for example, a Start date for the search).
  3. Click OK.
  4. (Optional) Sort the results in ascending or descending order, by selecting a sort option in the View by list, and then clicking the Sort button.
  5. Double-click the transaction, or select it and then click Select.
  6. (Optional) To print the transaction, click Print.

What do you want to do?

Adjust a transaction

Void a transaction

Look up the credit card information used in a transaction

Find the keyboard shortcut to search for a record or transaction

Show or hide the Paid stamp when you look up invoices

Published: June 20, 2016
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