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  1. How do I add additional filters in a custom report? - QuickBooks

    Aug 31, 2023 · Go to Business overview, then select Reports, or go to Reports. Locate and open Profit and Loss. Click Customize. In the Filter section, click the drop-down arrow beside the …

  2. reports using specific filters - QuickBooks

    Apr 10, 2020 · To add a filter: In the Report window, click the Filters tab on the sidebar (also known as the customize panel), located on the right side of the report. The panel will display …

  3. Customize reports in QuickBooks Desktop

    Knowing report source and targets is particularly important when filtering reports. Here's how to run and customize reports in QuickBooks Desktop. Run a report. On the Report window, …

  4. Customizing Report Filters in QuickBooks Desktop + VIDEOS

    Oct 25, 2016 · To filter a report in QuickBooks Desktop 2012 or above; First, pull the base report you want to use, then on the top-left of the report, click on Customize Report window: Then …

  5. Step-by-Step Guide on Using Excel for QuickBooks (With VBA …

    May 13, 2025 · Use filters like date ranges or customer names; Add Slicers for interactivity; Insert PivotCharts for visual summaries; Tip: Use GETPIVOTDATA() to reference specific Pivot …

  6. Creating custom reports in QuickBooks Desktop

    Jul 15, 2018 · On the Display tab, check to add P.O. # and Pay Method columns. From the Filters list, select Transaction Type. From the Transaction Type drop-down, select Multiple …

  7. Dynamic Range Filter Options with QQube For QuickBooks

    QQube for QuickBooks how-to-guide showing how to filter QuickBooks Dynamic Range data retrieved by the QQube Excel Add-In including a familiar calendar filter.

  8. How to Add Filter in Excel (4 Simple Methods) - ExcelDemy

    Apr 29, 2024 · Go to the Data tab > Sort & Filter group > Filter. This will add filter arrows to the headers of your data columns. Click on the filter arrow in the header of the column you want to …

  9. Advanced QuickBooks Reports in Excel (Using QQUBE) Pivot Tables

    Jun 25, 2014 · In QuickBooks you may see your profitabiltity per item (items sold vs bought) on a report, but not possible to see at the customer level a well. Furthermore, I could add additional …

  10. How can I add filters to my existing filter - Microsoft Community

    5 days ago · Find the Source List – If your dropdown is based on a list in a range of cells, go to that range and add your new options.. Extend the Selection – If the dropdown reference is a …

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