Do custom forms affect filtering?

Custom forms don't affect filtering, OfficeManager_JTE.

I appreciate all the efforts you've performed to get this resolved. I'm here to help you resolve this issue.

Unexpected behaviors when customizing reports could be a browser-related issue. The stored cache can affect the performance of the program.

I recommend accessing your QuickBooks Online account via a private window to fix the report.

Here are the keyboard shortcuts: 

• Safari: Command + Shift + N 
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

Once logged in, run and customize the report again. If the correct filter shows, let's clear the browser's cache to keep the program performing efficiently.

You can also use other supported browsers as alternatives.

Once the correct details show, I encourage memorizing the report. This way, you can save the current customized settings.

Please update us if you have additional questions or concerns about running and personalizing the reports in QuickBooks. We want to make sure you track the correct data.

Thank you for your reply, but I don't believe you understood my question.

I had no problem creating (and using) the custom report. I have been using several different ones for months.

The issue with the filter not applying correctly (i.e. - I filter on Invoices but estimates and payments show up as well) only began after I created a custom Invoice form.  And it isn't just an issue on my custom reports, it affects the standard ones as well.

I appreciate your information, but it doesn't help with my question.

Thanks for getting back here in the thread, @OfficeManager. I'm here now, and I'll ensure you can get through this so you can proceed to add specific filters when running a standard or custom report in your QuickBooks Online (QBO) account.

Before anything else, may I ask if you've already performed the troubleshooting that my colleague provided above? If yes, but still the issue persists. I recommend reaching out to our Customer Care Team. This way, they can assign an agent to check and investigate your account to determine the root cause of the issue. To begin, here's how:

1. Sign in to your QuickBooks Online company.
2. Click the Help (?) button.
3. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

Please know you're using Plus, Essentials, or Simple Start. You can reach out to our support from Monday to Friday from 6 AM to 6 PM PT, and on Saturday, you can reach out to our support from 6 AM to 3 PM PT. In case your subscription is QuickBooks Online Advance, you can contact our support team anytime.

In addition, here's an article in case you'd like to export your reports out of QBO: Export your reports to Excel from QuickBooks Online.

@OfficeManager, if you need further assistance managing your reports in QBO, Or if you have any additional QuickBooks-related concerns. Know that you can always get back to me. It'll be my pleasure to lend you help again and sort your queries out. Stay safe, and enjoy the rest of the week!

I had tried the solution of clearing the browser cache and even switching browsers before I posted.  That was part of my troubleshooting because I actually utilize the app (We have QBO Advanced) to normally connect to the system. When I discovered the issue with the filter, I wanted to try the various options to access the system before I sought any further assistance.

And I do already export reports to Excel - especially with this issue since it is the only real way to get to a list of just invoices at the moment.

I will utilize my work arounds until such time as I have time to deal with the online chat.  I guess that is my only option at this point since no one has mentioned any possible connection between custom forms and reporting, even though the issue does still exist when I turn the custom form off.

Thank you for the information.

I experienced the same problem.  So I went to All Sales to use it's filter and it seems to work.