How to list transactions based on multiple filters in quickbooks
If you want to list your transaction based on multiple filters in QuickBooks, you just need to follow the steps given below and need to know about the filters in QuickBooks. The most intersting and useful tab is filters tab provided by the Modify report dialog box in QuickBooks. you can use filters tab to specify what information gets summarized in the report.
It’s a good feeling (in a nerdy quite way) after you run a report in QuickBooks and you get precisely the info you’re searching for. Sometimes the key to it is victimization the proper filter. Filters in QuickBooks merely limit the information that seems on your report.This enables you to fine-tune your reporting results, getting to the crux of what you are looking for much faster.
First you select the field on which you want to base a filter from the filters list box to use the filters tab. To add or change a filter in a report, you run the report, then click the Customize Report button. Select the Filters tab. Here is the filter control for Transaction List by Customer:
If you are still not able to locate the invoice, then you can open the Invoice List report. Here’s how:
- Click Reports on the left pane.
- Type invoice list in the Go to report
- Click Customize, then click Lists.
- Click the down arrow on Customer.
- Select the customer’s name.
- Click Run Report.
read more about Multiple Feature in Quickbooks
Here some steps given below to list transactions based on multiple filters in quickbooksThere are three buttons to the right of your search results that let you Go To the original transaction, create a QuickBooks Report or Export it to an Excel worksheet.
Now we’ll look at an Advanced Search. Click Reset, or open the Find window again if you’ve navigated somewhere else. Make sure that the Advanced tab is active. We’re going to look for transactions for all of the residential customers in Bayshore, CA, who have had remodeling work done.
- We’ll pull out all of the residential customers first. Scroll down in the Filter box and select Customer Type. Drop down the list below the Customer Type field label to the right and select Residential. Click Find. QuickBooks displays your list in the results box below.
- Select Class in the Filter box. Click on Remodel in the drop-down list to the right. Click Find, and QuickBooks narrows down your list further.
- Go back to the Filter box and select Name City. Type Bayshore in the Name City box and click Find again. Your screen should look something like this (depending on the work you may have done in the sample database):