cancel
Showing results for 
Search instead for 
Did you mean: 
MWp
Established Member

How do I CHANGe what is listed for FILTERS on Advanced Search, on FIND.

How do I CHANGE THE FILTERS, on Advanced search under FIND?

 

I did it before, (can't remember)  Now I'd like to delete a bunch of the permanent filters.

6 Comments
Highlighted
QuickBooks Team

Re: How do I CHANGe what is listed for FILTERS on Advanced Search, on FIND.

Hello there, MWp.

 

Thanks for reaching out to us. Let me help clear this up.

 

The option to change the Filters on the Advanced search is not available. You can only customize the filters but you cannot delete or modify them.

 

QuickBooks always aims to improve features that will meet out customers' needs. We’ll make sure to keep this in mind for future development plans.

 

Also, you can check for newly updated features in QuickBooks Desktop by following the steps below:

  1. Go to Help.
  2. Click New Features.
  3. Choose either New Feature Tour or What's New.

 

There you go. Please let me know if there's anything else that you need. I'm always happy to help.

MWp
Established Member

Re: How do I CHANGe what is listed for FILTERS on Advanced Search, on FIND.

At one time I did add 3 items to the permanent FILTER section.  The items are still in my filter list. If anyone from QuickBooks could verify that would be great, and probably give me an idea of where to look.

QuickBooks Team

Re: How do I CHANGe what is listed for FILTERS on Advanced Search, on FIND.

Welcome back to our forum, @MWp,

 

Allow me to step in for a moment and share additional insights about the Advanced Find in QuickBooks Desktop.

 

If you create Custom Fields in your customers, employees & vendors profiles, items or templates, this gets added in the Filter Lists when you find transactions. To remove them from the Advanced Find page, you'll need to remove them one at a time. Here's how:

 

To remove Custom Fields for Employees:

  1. Click the Employees menu.
  2. Go to the Employee Center.
  3. Double-click the employee name.
  4. Go to the Additional Info tab.
  5. Hit Define Fields then find the filter you'd like to remove.
  6. Uncheck them under the Cust, Vend and Empl columns.
  7. Click OK.

Remove Custom Fields for Customers:

  1. Go to Customers the choose Customer Center.
  2. Double-click the customer name.
  3. Under Additional Info, click Define Fields.
  4. Remove the check mark on the Cust, Vend and Empl columns for the fields you want to remove.
  5. Hit OK.

Remove Custom Fields for Vendors:

  1. Go to Vendors then select Vendor Center from the drop-down.
  2. Double-click the vendor name then click Additional Info.
  3. Click Define fields then uncheck the fields you want to remove.
  4. Once done, click OK.

Remove Custom Fields for Items:

  1. Click the Lists menu and go to Item List.
  2. Double-click the item and click Custom Fields.
  3. Click Define Fields and find the fields you want to remove.
  4. Uncheck them from the Use column.
  5. Press OK.

To remove Custom Fields for Templates:

  1. Go to Lists then Templates.
  2. Double-click the template then click the Additional Customization button.
  3. Remove the check mark on the Screen or Print columns for the fields you want to remove.
  4. Click OK.

That should get your work done, @MWp. Please update me on how this goes. I'll be around to help you whenever you need further assistance. Have a great day!

MWp
Established Member

Re: How do I CHANGe what is listed for FILTERS on Advanced Search, on FIND.

You are brilliant. 

 

Do you know what tab I would use to modify that FIND menu?

MWp
Established Member

Re: How do I CHANGe what is listed for FILTERS on Advanced Search, on FIND.

omg  i found it..   Under LIst - Items, then by chance I picked one item and i had 3 items I added, which showed up on my find report in the FILTER SECTION.

 

 

Is there any way I can delete the ones listed in the FILTER SECTION, that are preloaded in that form?  

QuickBooks Team

Re: How do I CHANGe what is listed for FILTERS on Advanced Search, on FIND.

Hey there, @MWp,

 

Thanks for updating me on how the troubleshooting goes. I can add a bit more about removing your filters.

 

Yes, you can entirely remove the custom fields under your items in QuickBooks Desktop. Let me guide you on how to do that:

  1. Go to the Lists menu.
  2. Click Item List.
  3. Double-click the item then click Custom Fields.
  4. Hit Define Fields.
  5. On the custom field list, backspace the characters in the Label column then uncheck the Use column.
  6. Once removed click OK.

That should do it, @MWp. To know more about using custom fields, please check out this article: Use QuickBooks Desktop Custom Fields

 

If you have any more questions, please feel free to let me know by clicking the Reply button below. You got me here to help you. Have a good one!