The name of the person or company that appears on a transaction. You can
limit a report to transactions related to a particular customer, job, vendor,
or employee—or to any of the names on your Other Names list.
Two or more names
Click the Name drop-down list and choose Multiple names. Select each name you want to
include in the report.
A category of names
Click the Name drop-down list and choose the category. For example, to limit the report to
vendors only, choose All Vendors.
One name only
Click the Name drop-down list and choose the customer, job, vendor, or employee from the last section of the list.
Example: Your business buys office supplies from three
different vendors. To limit a report to purchases from those vendors, select
Name from the Filter scroll box, click the Name drop-down list, choose Multiple names, and then select the names of your office supply vendors.
Filter for customers, vendors, or