How to Add a Filter to a Report in QuickBooks

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In Brief...

QuickBooks includes report filters that let you set custom criteria for the transactions you want to include in a report. For example, you may want to include only certain accounts in your profit and loss report in order to analyze a specific type of income and expense. This can be accomplished using filters. To add a filter to a QuickBooks report, follow these six steps.

This feature works the same in versions 2011–2016 of QuickBooks.

Instructions

  1. From the report window, click Customize Report.

  2. In the Modify Report dialog box, select the Filters tab.

  3. In the Choose Filter section, from the Filter list box, select the desired filter. Criteria options for the selected filter load to the right of the list box.

  4. Specify the value(s) you want for the report. Notice that after you select a filter and specify its criteria, it is listed in the Current Filter Choices list box. You can remove a filter by selecting it in the list box and clicking Remove Selected Filter.

  5. To set additional filters, repeat steps 3 and 4.

  6. When you finish specifying filters, click OK. The report updates to reflect your filtering criteria. You can print or save the report as usual.

Author: Lee Fifield

Lee is a writer, editor, and technology evangelist. Lee received her undergraduate degree in Communications from Ithaca College.

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