Sale transaction search

Experienced User AJGRANT
12 Posts
Experienced User
New Zealand
Solved: Go to Solution

Sale transaction search

Hi, I am wanting to search for a transaction from 8 years ago in MYOB sales, what is the best way to do this please?

cheers, Lauren

2 REPLIES
MYOB Moderator Steven_M
18,807 Posts
MYOB Moderator
New Zealand

Re: Sale transaction search

Hi @AJGRANT

 

Provided that the transaction is still in the company file and has not been purged I would be using the Find Transactions>>Invoice. From within here, you can enter a date range and additional filters to search for all transactions matching those criteria If you are unable to find the transaction try the Sales>>Sales Register>>All Sales tab.

 

If you are still unable to find that transaction in that company file it may mean that it has been purged out of the current company file as such you would be looking at restoring a backup of the company file to around that time/when the transaction was purged. Help Article: Restore your company file would be able to assist with that process.


Kind Regards,
Steven
MYOB Client Support
Experienced User AJGRANT
12 Posts
Experienced User
New Zealand
Accepted Solution Solved Solution

Re: Sale transaction search

Thank you for your advice. The files had been purged but I didn't need to restore the file as I found the client's name in an excel file.

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