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Ruth Aidley
Level 1

QB Online Report - filter by No. field

Hello - I'm customising a report in Quickbooks Online and can't figure out how to Filter using the No. field. I want to filter so that it only shows transactions where No. is in the range 1 - 200000.  (In desktop QB when you filter by Number it has boxes for min/max of range - I'm trying to duplicate this behaviour; what this does for us is to show cheque transactions, which are numbered, and ignore all other non-numbered transactions.)  Can anyone help or point me to a reference guide on how to filter by this column please?  Thanks!

Solved
Best answer February 03, 2021

Accepted Solutions
Ashleigh1
QuickBooks Team

QB Online Report - filter by No. field

Hey Ruth, thanks for that information, it is not possible to search for a range of numbers, you would have to enter the number for it to then show. 

 

I would suggest you leave feedback in the main cogwheel about this, this feedback gets sent straight to the developers and it might be something that comes in, in the future. 

View solution in original post

3 REPLIES 3
Ashleigh1
QuickBooks Team

QB Online Report - filter by No. field

Hello Ruth Aidley, 

 

Welcome to the Community page, 

 

What kind of report are you trying to customise so we can have a look into this for you. 

Ruth Aidley
Level 1

QB Online Report - filter by No. field

Hi Ashleigh.  It started as a "Transaction List by Date" report.  Cheques that we write have a number in the No. column eg. 6963.  If I filter on the No. field for just "6963" and it exists within the specified date range, it finds the transaction, no problem.  But I actually want a list of all the cheques written in a month, quarter or year, and I might not know their numbers, so I wanted to put in a range of numbers e.g. 1 to 200000.  I tried "1 to 200000", "1-200000", ">0" - all of these produce blank reports.

Ashleigh1
QuickBooks Team

QB Online Report - filter by No. field

Hey Ruth, thanks for that information, it is not possible to search for a range of numbers, you would have to enter the number for it to then show. 

 

I would suggest you leave feedback in the main cogwheel about this, this feedback gets sent straight to the developers and it might be something that comes in, in the future. 

View solution in original post