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How Does Account Search Work

The search bar checks an account's Name, Account ID, and Description at once, and updates the table as you type. 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 partial or full match - name, ID, or description - and the table filters live.
  4. Clearing the search bar restores the full, unfiltered list within whichever category tab is currently selected.

Related Articles

  • How Do I Search for an Account?
  • Why Are No Accounts Appearing in Search?
  • Can I Search Accounts by Name?

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