QuickBooks for Mac 2014 User’s Guide 206
4 Click Apply.
To clear the filters, click Clear All.
Types of filters
QuickBooks provides lots of filters for your reports (see below). Also, any custom fields you have can be used as a
filter.
• Account—Limit the report to certain accounts. For example, choose All Bank Accounts from the list to limit the
report to the accounts from which you write checks. Choose Selected Accounts to limit the report to specific
accounts.
• Aging—Include only those invoices and bills that are past due by a specific number of days. Click < to specify
invoices and bills that are past due beyond a specific number of days. Click > to specify invoices and bills that
are past due up to a specific number of days.
• Amount—Restrict transactions based on a particular amount. Click the =, <, or > button and type an amount in
the field. For example, to see a report that shows customers who have purchased more than $500.00 worth of
items from you, click the > button and type 500 in the field.
• Class—Restrict transactions to particular classes, choose the classes you want to include from the list. You can
choose Selected classes to select multiple classes for inclusion.
• Cleared—Choose transactions for the report based on whether you have marked them as cleared or not.
• Customer Type—Limit the report to transactions related to one of your customer types.
• Date—Restrict the transactions to those with a date that falls within your specified date range. Choose an item
from the list or type a beginning date and an ending date. Pre-set dates
• Detail Level—Limit the report to selected detail lines in a transaction (for example, the line items on an invoice
or the expense account detail on a check). When you create a transaction report, you can use this filter to show
or suppress the detail lines for each transaction.
• Due Date—Include only those invoices and bills due within a specified date range.
• Entered/Modified—Limit the report to transactions entered or edited within a specified date range. This option
works with the audit trail report.
• FOB—Limit transactions to fields that appear in sales or purchase transactions. For example, choose “All sales
items” from the Items list and “FedEx” from the Ship Via list, to include only those sales transactions that show
items you shipped by FedEx. Choose Selected ... from one of the lists to choose list items individually.
• Job Type—Limit the report to transactions related to one of the job types on your Job Type list. For example, a
general contractor who has “Bathrooms,” “Family Rooms,” and “Kitchens” as job types could choose Kitchens to
limit the report to costs and revenues for kitchen remodels. Using job type as a filter helps you determine how
profitable a specific kind of job is to your business.
• Memo—Restrict transactions based on their Memo fields. QuickBooks finds a match if the transaction's Memo
field includes the specified sequence of characters. For example, if you enter “pay” in the Memo field,
QuickBooks matches Memo fields with “Pay by June 21” or “Please pay immediately.”
• Name—Limit the report to transactions related to certain names from your Customer:Job, Vendor, Employee, or
Other Names lists. For example, choose All Vendors from the list to limit the report to transactions related to
vendors. Choose Selected Names to limit the report to specific names.
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