# Entity Browsing

Once you've connected a data source, you can browse the entities available in that account. From QuickBooks Online that means invoices, estimates, purchase orders, bill payments, credit memos, customer statements, and sales registers — see [QuickBooks Online](/docs/integrations/quickbooks) for what each one offers.

## Accessing entities

1. Click **Connections** in the sidebar
2. Click your connected data source
3. Select an entity type (e.g., Invoices or Estimates)

Most entity types list documents. **Statements** are different — they list your customers instead, because a statement is built from a customer's whole balance rather than from one record. That page carries its own statement settings and search; see [Document Generation](/docs/features/document-generation#customer-statements).

## Searching and filtering

The entity list page provides several ways to find what you're looking for:

- **Customer search** — Type a customer name to filter results. This searches across all customers in your QuickBooks account and returns matching entities.
- **Document number** — Search by the exact document number.
- **Date range** — Filter by a from and/or to date.

Fill in your filters and click **Search**. Click **Clear** to remove all filters and return to the default view.

## Pagination

Results are displayed 25 at a time, sorted by date (newest first). Use the **Previous** and **Next** buttons to navigate through pages. The total count is shown above the table.

## Entity detail

Click **View** on any entity to see its full detail page. This shows:

- All available fields grouped by category (Invoice, Customer, Line Items)
- The placeholder name for each field (e.g., ${CUSTOMER_NAME})
- The current value from your data source

You can also create **shorthands** — shorter aliases for long placeholder names — by clicking the **+** button next to any placeholder. See [Placeholders > Shorthands](/docs/features/placeholders#shorthands) for details.

This is also where you generate documents — click **Generate Document** to merge this entity's data into one of your templates.

To generate for many records at once, tick them in the list rather than opening each one. See [Batch Generation](/docs/features/batch-generation).