Process to Filter Reports on QuickBooks

The term filtering stands for modifying, when it comes to using QuickBooks. If you are a veteran user of this software, you may know this, while novice users do not generally know this thing unless they have read users’ guide well. The function, filtering, has been used for amending reports, omitting irrelevant items or sensitive data, changing information that was submitted mistakenly earlier. This is an important function of QuickBooks, and thus it has to be conducted carefully.

  • The purpose of using filtering is making some data confidential or only viewable to the administrator user. You can make certain data hidden or can also make hidden data publicly viewable.
  • In Quickbooks, restricting the data that appears on your report is its main objective. It enables you to get to the exact data you need without getting into the non significant items making it a lot easier for you to find what you are looking for. If you know just one or two bits of information, you can use those to filter and it will direct you to the page you are looking for.

To filter a report, you may click on the Customize Report button on Quickbooks and choose the Filters tab. A current filter box will appear on the right side of your screen where in you can change or delete data if you want to. Adding a new filter can done on the box located at the left side of the screen. Common filters used are date, name, account, transaction type, class, job and paid status among others.

If in any case you want to go back to the reports default filter, you can just click on the Revert button. Click OK to apply your filter to the reports and refresh your screen.

To get assistance you can call to QuickBooks payroll customer care department and the executives will guide you through the steps properly.



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