Finding a Saved Deposit
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Finding a Saved Deposit
You can search for deposits that you've saved. You can reduce the number of deposits that appear in the list by specifying search criteria.
Note: If you cannot locate the deposit, try the Search All option. For more information, see Searching All Records.
To find a deposit that you have saved:
- In the Brass Jacks Bookkeeper workspace, click Make Deposits in the Banking section on the task bar. In the Deposits dialog box, click Find at the bottom.
or
Choose Search > Deposits. - In the Search Criteria Selection for Deposits dialog box, specify information in the filters at the top of the dialog box.
For example, you can search for an item description, a specific account, the deposit's memo, or an amount. (With an amount you can search for amounts that are <, <=, >, >=, or = than the specified amount.) - If you specified an amount, indicate whether to search for the Total Deposit or an Individual Item within the deposit.
- To view only deposits made within a specific date range, select a date range from the Predefined list or indicate specific To and From dates. (You can type the dates or click the arrow to select a date on a calendar.)
- After changing the search criteria, click Find at the bottom of the dialog box.
- If necessary, change the search criteria and click Find again.
To do another search from scratch, click the Clear button and specify new search criteria. - In the list of matching checks, to view the check's information, select the check in the list and click Detail at the bottom of the dialog box.
To change the bookkeeping account for a 'found' deposit, select the account from the Account column list and then click Save to save the changed deposit information. - If you don't find any matches, click Close.