File Reviews

Search All Transactions

2min

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Keeper's Search All Transactions feature is a great way to find any transaction you're looking for in a file. It works similarly to QuickBooks' Reclassify Transactions Tool, or like an Excel Spreadsheet of all transactions in the close.

You can access this feature from any client's close page.

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Once you're in Search All Transactions, you can use the search box to search for anything you're looking for, whether that's a Payee, a Description, an Account, Amount, or any other properties. If you leave the search box blank and just click Re-run report, you'll see all transactions in the close.

After you've run a search, you can use column filtering and sorting to further drill down on the transactions you're looking for. You can also reclassify transactions individually or use Bulk Editingīģŋ.

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