Filter and search accounts

The accounts list can grow long. Use search and filters to quickly find the account you need.

Search

1. From the Accounting menu, open Accounts.
2. In the search box (labeled Search by name or number), type part of an account name or account number.
3. The list updates to show matching accounts.

Filter by type

Use the type filter to show only one account type. Choose All Types to clear the filter, or pick Asset, Liability, Equity, Revenue, or Expense.

Filter by status

Use the status filter to show Active or Inactive accounts.

Tip: Your search and filter choices are kept as you page through results, so you can browse a filtered list across multiple pages.

The list shows 50 accounts per page and is sorted by account number.