Double’s Search All Transactions feature provides a centralized way to locate transactions within a file. It functions similarly to QuickBooks’ "Reclassify Transactions" tool or an Excel-style view of all transactions included in the close.

💡 The Search Transactions tool only includes transactions from the current close period (the trailing 12 months of transaction data).

This feature is accessible from any client’s close page. The search tool is located in the top-right corner of the close.

After clicking into the search box, search criteria can be entered using details such as payee, description, account, amount, or any other number or text associated with a transaction.

Column filtering and sorting can be used to further narrow down results. Transactions can also be reclassified individually or edited in bulk.

💡 Leave the search box blank and select Re-run report to go back to viewing all transactions in the close period.