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Level 3

Quickbook preset filters

Where can I find out what items, accounts, etc are included in the preset report filters that QB has set up? For example, there is a QB report filter "All Sales Items", how can I find out which items are included in this filter and other filters? 

7 Comments
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QuickBooks Team

Quickbook preset filters

Hi there, @Novice338

 

Thank you for posting in the Community. I can walk you through how to view which items or accounts are included in the report. We just have to customize the report on which display you want to appears in the data. It is super easy. Let me show you how:  

 

 

  1. Click the Reports menu. 
  2. Enter in the search bar, all sales items. 
  3. Hit Run.
  4. Modify the Display, Filters, Header/Footer and Fronts&Numbers, you want to show in the data. 
  5. Press OK once done. 

 

runn..PNG

 runn1.PNG

 

 

Once finished, you can view the reports details you modify.  

 

runn2.PNG

 

For additional guidance about customizing,  please check out this article: Customize report.  

 

That's it. Please don't hesitate to reach back out to us if there's anything else you need. We're always here to help. Have a good one!

Highlighted
Level 3

Quickbook preset filters

Sorry, should have mentioned I am on QB 2020 Premiere Manufacturer and Wholesale desktop version.

 

My question is not how to run the report. My question is what is included in the preset QB filters. For example, on the "Sales by Customer Summary" report, click customize report, click filters, the item filter is set to "All Sales Items". What items are included in "All Sales Items"?

 

There are other preset filters such as "All services", "All parts", etc. Depending on the QB report selected, the list of preset filters changes. How can one determine what are included in these preset filters?

Highlighted
Moderator

Quickbook preset filters

Welcome to the Community, @Novice338.

 

Let me share some clarifications about the report filters in QuickBooks Desktop.

 

When creating items, there are different types you can choose during the setup (see screenshot below). It also helps you filter the report based on your business needs.

 

 

For sales items, it includes the items you use on your sales transactions, such as invoice and sales receipts. If you're unsure about the filter, I suggest clicking the Tell me more... option for additional information.

 

 

Additionally, here are some helpful references that you can check out about customizing reports:

 

Let me know in the comment section below if you have any other questions. Have a great day ahead.

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Community Champion

Quickbook preset filters

I don't think it's well documented.

 

A filter like "All Sales Items" will exclude odd item types like subtotals, sales tax, assets, and perhaps discounts, leaving just things you sell like parts and services.

 

This sort of documentation used to be covered in the manual, and then in help, before that devolved into useless junk.

 

Probably the best thing to do is to try different filters and see the effect they have.

Highlighted
Level 3

Quickbook preset filters

@AlcaeusF  I did try to click on the Tell me more. QB abended. Tried it several times with the same abend. 

Highlighted
QuickBooks Team

Quickbook preset filters

Thanks for getting back to us, @Novice338.

 

QuickBooks provides a set of default customized reports to let you track and analyze specific financial data. When you choose a filter, the parameters by which you can define each filter will appear. This lets you further customize the selection.

 

To determine what are included in these default filters, here are some common use filters:

 

  • AccountAmountDateItem (for the goods or services you sell).
  • Memo (for your memo notes on transactions).
  • Name (for customer, job, vendor, or employee names).
  • Number (for transaction numbers like check numbers).
  • Type (for specific types of transactions like bills or invoices).

 

Also, as my colleague mentioned you can click the Tell me more for useful information about filters.

 

Additionally, available columns and filters differ for each report because each draws information from the company file. To know more about it, kindly refer to this article: Understand reports. It also contains a table that shows every report group available in QuickBooks Desktop.

 

Reach out to me if there's anything you need assistance with. I'm always here to help

Highlighted
Level 3

Quickbook preset filters

I got the "Tell Me More" button to work. It is not helpful at all. I know how to modify filters, add more filters, customize reports, create my own reports, etc. 

 

Of course the pre-defined filters are different depending on the report your are looking at. I know that. 

 

All I wanted is what the predefined QB filters include. For example, for the "All sales items" filter, does it include only items with a specific item type, specific income account, etc? There has to be documentation somewhere to indicate what these pre-define filters include. Otherwise, the programmers won't be able to create the filters in the first place.  

 

 

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