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Source and Targets: Use in reports

A report is a set of instructions that QuickBooks Desktop uses to display data that is in your company data file.

Filters allow Source and Target data into a report to show the information that you need.;

  • If a transaction matches the selected filters, it is included in the report.
  • If a transaction does not match the select filters, it is excluded from the report.
Report filters
How reports get their data

The QuickBooks company file is very complex. Understanding how reports draw their information from the company file is essential to optimize your reporting.

 

KB ID# INF23757
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