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Level 1

I want to create a report with multiple filters utilizing "or" and not "and" which combines the filters??

 
5 Comments
QuickBooks Team

I want to create a report with multiple filters utilizing "or" and not "and" which combines the filters??

Hello, @david-watts.

 

Thank you for adding a post here in the Community. I'm here to help share information about filtering reports in QuickBooks Online (QBO).

 

There are four ways to apply filter when running reports in QBO. You can filter to All, Select Multiple, Specified and Not Specified.

 

You can also filter the Transaction Type, Account, Distribution Account, Name, Customer, Vendor, Employee, Product/Service and Location.

 

You can check this article for additional reference on how to customize and filter reports in QBO: How to customize reports.

 

If you need further assistance with filtering the reports, you can get in touch with our QuickBooks Online Support Team.

 

Keep me posted if you have any other concerns about running reports in QBO. It's my pleasure to help!

Level 3

I want to create a report with multiple filters utilizing "or" and not "and" which combines the filters??

Not sure that's answered the question... Yes you can filter on those criteria, but I want a report which has selected suppliers, selected accounts, selected employees, selected customers.

This needs to be for these specified accounts, These specified suppliers Or specified employees Or Specified Customers.

 

When I do this on line I get NO Rows returned because it's using AND,.... When I run the same report on Desktop IO get the results I want.

 

Please help? Don't just send us to the same item on reports help that doesn't help. 

Level 3

I want to create a report with multiple filters utilizing "or" and not "and" which combines the filters??

Also the link goes to a page called Article deleted! 

Moderator

I want to create a report with multiple filters utilizing "or" and not "and" which combines the filters??

You'll also have to make sure your desired column is selected when customizing the report, RoscoPC

 

Doing this appears on the report based on the applied filters. I'll guide you how.

 

  1. Open the report and click on Customize.
  2. Go to Rows/Columns.
  3. Click on the Chnage columns link.
  4. Select a column you want to appear on the report. Just place a checkmark on the box.
  5. Once done, click on Run report.

You can learn more through this article: Customize reports in QuickBooks Online. This link provides detailed steps in filtering information on the report.

 

It's also a great idea to memorize the report. This allows you to save it with its current customization settings.

 

We'll fill you in if you have further questions. Have a great day.

Level 2

I want to create a report with multiple filters utilizing "or" and not "and" which combines the filters??

 

 

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