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How Do I Search for an Account

The search bar at the top of the Chart of Accounts page is the quickest way to find a specific account, regardless of which category tab is active.

Steps

  1. Go to Finances → Chart of Accounts.
  2. Click into the "Search name, ID, description..." bar.
  3. Type any part of the account's name, Account ID, or description.
  4. Review the filtered results, and clear the search to return to the full list.

Related Articles

  • How Does Account Search Work?
  • Can I Search Accounts by Name?
  • Why Are No Accounts Appearing in Search?

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