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How do I run a sales report filtering a particular "term"?

 
1 Comment
QuickBooks Team

Re: How do I run a sales report filtering a particular "term"?

Let's set up a certain term, @jeffkirk-white.

 

You can run a report either the Transaction List by Date Report  or Transaction List by Customer Report . Then customize the report to specific terms and a transaction type.

 

Here's how:

  1. Click Customize.
  2. Choose Filter and select sales report for the Transaction Type.
  3. Select the particular term from the Terms drop-down.
  4. Click Run report.

You can also check this article on how to memorize report. This article helps you on how to save the current customization that you want.

 

Don't hesitate to reach out to us for more questions. Have a good one!