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Finding a transaction

The Find transactions page (accessible via the Banking menu) lets you search for a particular type of transaction and for a selected period.

The Find transactions page is only available for users with the Administrator or Accountant/Bookkeeper roles and permissions.

The Find transactions page (accessible via the Banking menu) lets you search for a particular type of transaction and for a selected period.

The Find transactions page is only available for users with the Administrator or Accountant/Bookkeeper roles and permissions.

There are three tabs in Find transactions:

  • Debits and credits—a detailed view of transactions including their associated debits and credits and affected accounts

  • Transactions—a simplified view of transactions including a description, source journal and amount

  • Find and replace—use this view to replace the account or tax code in one or more transactions. 

The list includes all transactions received from your bank or imported from a bank statement, as well as all transactions you’ve entered into MYOB.

Looking for the Transaction history page? If you've previously used MYOB Essentials, the Find transactions page is the equivalent of the Transaction history page.

Looking for a running balance? Try our banking reports.

Find and replace accounts and tax codes in transactions

Use the Find and replace tab to replace the account or tax code on one or more transactions.

Find and replace

Source journals

Source journals organise your accounting entries. They make it easier for you and your accountant or bookkeeper to find transactions in your software.

In the Find transactions page, you can narrow your search for transactions by choosing a journal in the Source journal field.

Here's a guide to the source journals and the types of transactions that are stored in them:

In this journal...

are these types of transactions...

General

depreciation of assets, year-end adjustments, income distributions

Sales

sales made on credit

Purchases

purchases made on credit

Payroll

employee payments

Cash payments

money paid out, for example, purchase receipts, cheque stubs

Cash receipts

money received, for example, cash register sales, receipts

Inventory

adjustments to the quantity or value of your inventory items

If you're not sure which journal to choose, then choose All in the Source journal field.