Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

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.

KB ID# H_RPT_FILTER_NOTEORACCNUM
12/6/2016 9:58:11 AM
QYPPRDQBKSWS05 9138 Pro 2017 e547b1