Saturday, February 9, 2019

Saved Search for Posting Transactions that Impacted a Specific Tax Item

1. Navigate to Reports > Saved Searches > All Saved Searches > New > Transaction.

2. On the Criteria tab > Standard subtab, add the following filters:

Memo = Name of Tax Item

Posting = True

3. Rename the search to something more descriptive and hit Save/Save & Run.

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