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What are report filters?

When you create a report, it may show more information than you need. For example, a sales by customer report initially shows your sales to all customers for the current month. This would be too much information if all you wanted was to see this month's sales to one of your customers.

Filters let you change the scope of a report. When you apply a filter to a report, you choose how you want QuickBooks to restrict the report; for example, to certain customers. QuickBooks then excludes from the report any transactions that don't meet your criteria.

You can apply filters either one at a time or in combination with each other. Each additional filter you apply further restricts the content of the report.


Normally, you would use the Date filter by itself to show last year's sales in a sales report. But to show last year's sales to a particular customer, you must use the Date filter along with the Name filter. Each additional filter further restricts the scope of the report.

QuickBooks provides many different types of filters for reports. The ones you'll probably want to use most often are: Account, Amount, Date, Item (for the goods or services you sell), Memo (for your memo notes on transactions), Name (for customer, job, vendor, or employee names), Number (for transaction numbers like check numbers), and Type (for specific types of transactions like bills or invoices).

You can also use the Centers to get a filtered list of transactions. For example, another way to find last year's sales to a particular customer is to select that customer in the Customer Center, choose All Sales Transactions from the Show drop-down list above the transactions, and then choose Last Fiscal Year from the Date drop-down list.

See also

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