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Level 2

How to filter an empty field? (e.g. invoices that have not shipped)

I want to create a custom report that shows all invoices that have not shipped.  Is it possible to create a filter that shows all invoices with no tracking number?

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Best answer April 15, 2019

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QuickBooks Team

How to filter an empty field? (e.g. invoices that have not shipped)

Thanks for the providing us a detailed information, Simplifaster.

 

For now, you can only filter all unshipped transactions once you export the report. If you export it, you can manually take out all transactions with tracking numbers.

 

Just follow the steps my friend JessT provided above.

 

If you have more questions, you can always leave a comment. 

 

View solution in original post

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QuickBooks Team

How to filter an empty field? (e.g. invoices that have not shipped)

Hi simplifaster,

 

This would depend on the field you use for the tracking number. Let's go ahead and create the report you need.

 

Most users add a custom field to their sales forms and name it as Tracking Number. If you do the same thing, you can run an Invoice List report and add the tracking number column on the report. Then, export the data to Excel and filter the ones without tracking numbers.

  1. Go to Reports and search for Invoice List.
  2. Set the Report period and click Run Report.
  3. Click the small Gear icon on the report page.
  4. Select the name of the field you added and click on Run Report.

 

 

If you enter the tracking number differently, try checking the Gear icon on your Invoice List report to see if it has that field. Then, you can do the same process. If you can't find it, please comment below and we'll figure out how you can get the list of unshipped invoices.

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Level 2

How to filter an empty field? (e.g. invoices that have not shipped)

Thanks for the quick response.  I would prefer to do the filter in QBO.  Are you saying there is no way to match an empty field in QBO?

Highlighted
Level 2

How to filter an empty field? (e.g. invoices that have not shipped)

Thanks for the quick response.  I would prefer to do this in QBO.  Are you saying it is not possible to match an empty field in a QBO filter?

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Anonymous
Not applicable

How to filter an empty field? (e.g. invoices that have not shipped)

Hello, simplifaster.

 

Filtering fields with empty information is possible in QuickBooks Online. The thing is, the report won’t be able to show data if the filtered field has no information. 
Also, these are the only fields that are available to filter:

 

  • Terms
  • Account
  • Transaction Type
  • Customer
  • Created Date
  • Due Date
  • Memo
  • Number
  • Amount


For now, you can follow the steps provided by my colleague to filter empty tracking number. I’ll also make sure to take note of this option and share it to our developers for future updates. 

 

Please visit us again if you have other questions about QuickBooks. 
 

 

Highlighted
Level 2

How to filter an empty field? (e.g. invoices that have not shipped)

You stated, "The thing is, the report won’t be able to show data if the filtered field has no information. "

 

I'm not sure you understand what I am trying to do.  I want to list all the invoices that have not shipped.  For example, if invoices 1, 2, and 3 have shipped and invoices 4, 5, and 6 have not shipped, then then the tracking numbers for invoices 1, 2, and 3 are not empty, and the tracking numbers for invoices 4, 5, and 6 are empty.  I want to create a report that lists invoices 4, 5, and 6.  In other words, the report should show information, even though one of the fields is empty.

Highlighted
QuickBooks Team

How to filter an empty field? (e.g. invoices that have not shipped)

Thanks for the providing us a detailed information, Simplifaster.

 

For now, you can only filter all unshipped transactions once you export the report. If you export it, you can manually take out all transactions with tracking numbers.

 

Just follow the steps my friend JessT provided above.

 

If you have more questions, you can always leave a comment. 

 

View solution in original post

Highlighted
Level 1

How to filter an empty field? (e.g. invoices that have not shipped)

This seems like a routine type of requirement.   In my case, I want to create a report for all items that are missing a location.   (Most parts in our parts room have a location assigned in QB, and we are trying to identify those that do not.)  

 

Are you saying my only option is to export all items to Excel and then manipulate the Excel file to identify these parts?

 

ED

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Moderator

How to filter an empty field? (e.g. invoices that have not shipped)

Hello there, ED.

 

Yes. As what my colleague mentioned above, you'll have to manually export the items into an Excel file and then modify the data that you wanted.

 

In addition, I will personally send feedback to our engineers about this one.

 

Feel free to post here again if you have any concerns with your QuickBooks account. Have a good day!

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