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.

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?

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?

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.

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

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!