- Knowledge Base & Help Center
- BOS Feature User Guide
- Smart Connect
-
FAQs
-
Troubleshooting & Support
-
Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Autonomous AP Processing | Advanced Services
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
-
BOS Feature User Guide
-
Accounting Partner Resources
-
AI UNCHAINED Conference
-
Strategic Partners
-
Product Updates
Where can I find transactions for an account?
Expand a financial institution card and click on the account name. Transactions will be listed in the account details.
To review transactions for an account, expand a financial institution card and click on the account name. Transactions will be listed in the account details.
You can use the search bar to find transactions using any details available within the table. Here, we searched for a transaction by amount:
You can also filter transactions by date as shown in the dropdown here: