QuickBooks HelpQuickBooksHelpIntuit

Filter reports by Name in QuickBooks Desktop

by Intuit• Updated 8 months ago

You can limit a report to transactions related to a particular customer, job, vendor, or employee—or to any of the names on your Other Names list.

For example, your business buys office supplies from three different vendors. To limit a report to purchases from those vendors, select Name from the Filter scroll box, click the Name drop-down arrow, choose Multiple names, and then select the names of your office supply vendors.

To includeDo this
Two or more namesSelect the Name drop-down and choose Multiple names. You can search for names and select names you want to include in the report individually or with Select All.
A category of namesSelect the Name drop-down and choose the category. For example, to limit the report to vendors only, choose All Vendors.
One name onlySelect the Name drop-down and choose the customer, job, vendor, or employee from the last section of the list.
QuickBooks Desktop AccountantQuickBooks Desktop Accountant PlusQuickBooks Desktop PremierQuickBooks Desktop ProQuickBooks Enterprise QuickBooks Enterprise AccountantQuickBooks Enterprise Accountant QuickBooks Enterprise DiamondQuickBooks Enterprise GoldQuickBooks Enterprise Platinum

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

More like this