The Transactions screen displays all general ledger transactions across all accounts and all periods. This comprehensive view is useful for finding, filtering, and summarizing your transactions.
To access the Transactions screen, navigate to the Summary tab.
Then click the Transactions button in the bottom-right corner of the screen.
Use the Edit Columns button to specify which columns should be displayed in your transaction list.
For more information, see: Edit columns
Use Advanced Queries to filter, sort, or group your transactions by predefined parameters.
For more information, see: Advanced Queries
You can use the Copy to clipboard button to copy transactions to an external spreadsheet program such as Excel for further analysis.
For more information, see: Copy to clipboard