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splatticus
Level 2

How do I add a filter to the list of filters that are used by the Find interface and the Reports interfaces? I need to filter by Country. Country is an address field.

 
5 Comments 5
RenjolynC
QuickBooks Team

How do I add a filter to the list of filters that are used by the Find interface and the Reports interfaces? I need to filter by Country. Country is an address field.

Hi there, splatticus.

 

While the option to add a filter for Country on the Find Report or in the Report page is unavailable, you'll want to choose one of the filters such as Name Address or Name State.

 

Here's a sample screenshot for reference:

 

 

I'm adding this article for more details: Customize reports in QuickBooks Desktop.

 

You can also check out this article if you want to export the report and manually edit the report: Export reports as Excel workbooks in QuickBooks Desktop.

 

I'll be right here if you have any additional questions. Have a good day!

splatticus
Level 2

How do I add a filter to the list of filters that are used by the Find interface and the Reports interfaces? I need to filter by Country. Country is an address field.

Dear Renjolyn,

Arrrrh, Dahhhhh. Dooohhh. Duuuhhh. I had already noticed the range of filters that are of no use to me in this case, thank you very much. Did you not understand the point of my question?

Why is there a country field in the address interface but *name country* is not among the filters? That is insanely, unimaginably, grossly stupid.

Please ask your US-centric idiot management to ask your developers to enter the age of international trade, which I think began in the 13th century.

BTW, another frustrating note, the barriers to using the "chat" interface were arguably erected to prevent anyone from actually trying to use it. It's no wonder that there's no waiting line. Why not just be honest about it and just take the worthless POS down?

splatticus
Level 2

How do I add a filter to the list of filters that are used by the Find interface and the Reports interfaces? I need to filter by Country. Country is an address field.

Dear Renjolyn,

I hope you don't work for Intuit. I had already noticed the range of filters that are of no use to me in this case, thank you very much. Did you not understand the point of my question?

Why is there a country field in the address interface but *name country* is not among the filters? That is insanely, unimaginably, grossly stupid.

If you are in Intuit employ, please ask your US-centric idiot managers to ask your developers to enter the age of international trade, which I think began in the 13th century.

BTW, the barriers to using the "chat" interface were arguably erected to prevent anyone from actually trying to use it. It's no wonder that there's no waiting line. Why not just be honest about it and just take the POS down?

Jen_D
Moderator

How do I add a filter to the list of filters that are used by the Find interface and the Reports interfaces? I need to filter by Country. Country is an address field.

Thanks for sharing your insights with us about filtering the Country on QuickBooks reports, @splatticus,

 

At the moment, we're unable to find transactions using this information. This preference is a great feature to add in QuickBooks to group related transactions together.

 

I'll personally forward this call out to our engineers who rolls out product enhancements and updates. Of course, I don't want to leave you empty handed here.

 

We can create a custom field called Country then add them on your sales templates. This way it's easier to track them when pulling up transaction or financial reports. Follow the steps according to the order shown:

 

Create a Custom Field for Country:

  1. Go to the Customer or Vendor Center from the top toolbar.
  2. From the list, double-click the name you want to add the country field.
  3. On their profile, go to the Additional Info section, then tap the Define Fields button.
  4. On an empty field, add Country as Label. Don't forget to mark the Cust, Vend, Empl, Trans and List boxes.
  5. In the What kind of data column, select Edit multi-choice list.
  6. Add each country on a separate line.
  7. Press OK when done.
  8. Go back to the Additional Info tab and pick the customer or vendor's country then OK.

Assigning this field to the names works for list reports like Customer, Vendor and Employee Contact List.

 

Add the field on your transaction templates:

 

  1. Go to the Lists menu at the top then select Templates.
  2. Double-click the template and use the Additional Customization option.
  3. Find the Country field and mark Columns and Prog Cols boxes.
  4. Click on OK.

Assign the country to the transaction:

 

  1. Open any sales transactions then select the correct template at the top.
  2. Make sure the correct country is selected.

Run your reports showing which country they are for:

 

  1. Go to the Reports menu and pick the report you need.
  2. Click on the Customize Report button the go to the Display tab.
  3. On the columns section, mark Country.
  4. Hit OK.

If you have any questions or clarifications with the steps, let me know in the comment section. I'll be more than glad to share additional insights and help.

splatticus
Level 2

How do I add a filter to the list of filters that are used by the Find interface and the Reports interfaces? I need to filter by Country. Country is an address field.

Jen_D,

 

Thank you for the elaborate work-around. I'll consider it.

 

In the meantime, Intuit's management and dev team should be aware that a small fraction of the 28 years since QuickBooks was first published should have been long enough to become aware that people might want to filter by country. 28 years is longer than the natural lifespan of most earthly creatures, long enough for most humans to grow up and establish themselves in the adult world, and long enough for most products to have become obsolete, which perhaps is the case for QuickBooks.

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