Keeper's Search All Transactions feature is a great way to find any transaction you're looking for in a file.

It works similarly to QuickBooks' Reclassify Transactions Tool, or like an Excel Spreadsheet of all transactions in the close.

💡 The Search Transactions tool will only pull in transactions for the current close period (trailing 12 months of transaction data).

You can access this feature from any client's close page. The search tool is at the top right of the close.

Once you've clicked into the search box, you can enter whatever information you're looking for, whether that's a payee, a description, an account, an amount, or any other info (number or text) within a transaction.

After you've run a search, use column filtering and sorting to further drill down on the transactions you're looking for. You can also reclassify transactions individually or use bulk editing.

💡 Leave the search box blank and select Re-run report to view all transactions in the close.