Search entries, files, settings, and deleted records
Find records and setup pages quickly without opening every module.
How to use this
Search by user words
Type payee, note, amount, category, source, file, setting, or module name.
Use filters
Narrow by date, module, source, category, or status when results are too many.
Open the result
Tap a result to jump directly to the related page or record.
Find deleted items
Search recycle, trash, deleted, restore, or recover to open Recycle Bin.
Find settings quickly
Search backup, currency, category, billing, inventory, or data tools.
Guided walkthrough
Search walkthrough
Open app to use guided helpDetailed guide
Start broad
Begin with a simple word. Add filters only if the result list is too long.
Check context
Before editing a search result, confirm company/workspace, date, amount, source/category, and module.
Use search for support
Search should help users reach hidden settings like Recycle Bin, Backup and Restore, Plans, and Data Tools.
Before you finish, check this
- Recycle appears for recycle/trash/deleted/restore.
- Settings pages are searchable by normal words.
- Result rows show enough context.
- Filters are cleared before assuming data is missing.
Common mistakes to avoid
- Using search as a substitute for clean categories.
- Editing a record found through search without checking company/workspace.
- Expecting permanently deleted records to be searchable.
Related articles
Open this in the app
Open MyAccountBooks and go to the page shown in this guide. If the page has a Guide Me button, tap it for an in-app step-by-step walkthrough.
App route: /search
Tags and coverage
Group: Review. This article is public help and does not access account data.