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Notes or account numbers for this name

Besides filtering your report by the name of the person or company that appears on a transaction, you can also filter on additional information assigned to that specific name. You can limit a report to the address, city, state, zip code, phone number, fax number, e-mail address, or account number/note field.

Example: If you select Name Note/Acct Number from the Filter scroll box, you can generate a report that shows a column of notes or account numbers for this name.

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PPRDQSSWS404 9138 Pro 2017 92453d