Report filtering by Source Name

Hello, @GalinMcMahon.

Let me share to you some insights about filtering source names.

In filtering names, it is not possible to be automatically adding vendors with vowel letters.

However, you can manually select add vendors with the vowel letters.

Here’s how.

1. On your Item actual Cost Detail reports, Go to Filters.
2. Select the source name.
3. Select Multiple names.

From there you can select the names and choose the vowel that you wanted to use.

If you have other issues you can check out the link for help articles for your QuickBooks Desktop. 

Please leave a comment below if you have any other questions. Have a nice day!

Thank you for the reply.  Unfortunately this report does not allow filtering by source name.  It only allows filtering by name and associated fields.  'Name' is a completely irrelevant field that we would never have any use for.  I can't understand why QB chooses which fields can be used for certain reports.  Give us the option.

Hi there, GalinMcMahon.

For now, we're unable to add Source Name in the Filters tab. 

As you may have observed, the names that you can see when the Multiple names filter is being applied are vendor profiles. This means that the list of transactions will still be sorted out according to the selected vendors. 

Let me also share this article about running reports for additional details: Understand reports.

Add another reply below or visit us again if you need anything else. 

Since Quickbooks does not provide for filtering by Source Name (makking it hard to filter on a single employee), I used this workaround for each employee:

Assign each employee an Account Number:

1. Navigate to Employees | Employee Center.

2. Select the desired employee (e.g., Phalaxis, Anna).

3. Select the Edit icon (pencil tip).

4. Select the Additional Info tab.

5. Assign the employee an "Account Number" (e.g., 0001).

Report Filtering

1. Open the report you want to use as a template.

2. Navigate to Customize Report | Filters.

3. From the scrollable Filter list, select "Name Acc.Num/Note"

4. Type in the Employee Account Number (e.g., 0001).

(I also enter each employee as a Vendor, for handling non-Wage stuff like Expense Report checks, etc. (e.g., Anna Phalaxis - V), and I assign the the same Account number as for the Employee (e.g., 0001). If the bookeeper makes a mistake by choosing  "Anna Phalaxis - V" instead of "Phalaxis, Anna",  transactions related to both can be made to show up on my report.)

You can also search for a single employee using the following fields:

Name Address

Name City

Name E-Mail

Name Fax Number

Name Phone Number

Name State

Name Street 1

Name Street 2

Name Zip

Is this STILL not an option? I would think by now this would have changed. 

Thanks for getting in touch with the Community, marylapplegatecpa.
 

I can certainly understand how an ability to filter reports by source name could be useful and have submitted a suggestion about it as of today.
 

You can also submit your own feature requests while signed in.
 

Here's how:

1. In the top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
   
2. Choose a Type of Feedback and Product Area (optional) from your available drop-down menus.
   
3. Enter any suggestions/feedback in your Here is my suggestion: field.
   
4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
   
5. Select Send Feedback.
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our developers and considered in future updates. You can stay up-to-date with the  latest news about your product by checking out Intuit's Product Updates webpage.

Please don't hesitate to send a reply if there's any additional questions. Have a great Friday!

Genius! Thank you!