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Can I Search Accounts by Description

Yes - the same search bar that matches names and Account IDs also checks each account's Description field. Go to Finances → Chart of Accounts.

Steps

  1. Go to Finances → Chart of Accounts.
  2. Click into the "Search name, ID, description..." bar.
  3. Type a word or phrase from the description, such as "vendors" or "bookkeeping services."
  4. Review the filtered results. Clear the search to return to the full account list.

Related Articles

  • Can I Search Accounts by Name?
  • Can I Search Accounts by Account ID?
  • How Does Account Search Work?

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