Transaction Center

The Transaction Center gives you access to information about all of your transactions. The Moneybar up top shows you the basics of how your business is doing right now, today.

Here you can quickly find transactions for all your customers in one place, such as checks, invoices, and bill payments.

To open the Transaction Center

  1. Choose Company > Transaction Center.

Using the Income Tracker

The Income Tracker at the top of the Transaction Center shows you some basic info about how your business is doing. You can click on the Income Tracker's regions to see the different kinds of transactions.

For example, click the gold Open Invoices bar. QuickBooks shows you a list of all your company's open invoices, complete with details. From there, you can open individual transactions to double-check them or change them if you need to.

Learn more about the Income Tracker.

Using the Expense Tracker

The Expense Tracker is similar to the Income Tracker except that instead of keeping track of the money your business will receive, it keeps track of the money your business owes.

Learn more about the Expense Tracker.

Working with Transactions

Select a transaction on the left side of the Center to view information about the transaction. As you click on a transaction, the right side of the Transaction Center displays the information associated with your selection.

  • Find a transaction. On the left side of the Transaction Center, click any category of transaction. You can then use the search box to search within that transaction type. You can narrow your search so that you're only searching within names, numbers, dates, or amounts. Click the arrow in the search box ( Narrow Search) and choosing the search option you want.
  • Create a transaction. Click the + menu at the bottom of the transaction list and choose the type of transaction you want to create.
  • Edit a transaction. Double click the name of a transaction to open it and edit the transaction's details.
  • Rearrange the columns. Click and drag the top of a column to move it to another location in the list.
  • Filter the information you see. You can filter the transaction list using the filters located under each list. For example, with the Invoices category selected on the left side of the center, you can select “Overdue” from the View pulldown menu and then “This Month.”

 

  • Control-click on a transaction category on the left side of the center to access a shortcut menu.
  • You can sort transactions by clicking the title of a column.
  • Show different columns or hide columns you don't need. Right-click (or Control+click) on the column headers, then select the columns you want to see and unselect the ones you want to hide.
  • Click an area on the Income Tracker bar to see more info about that area.