QuickBooks allows you to customize your reports in ways that will give you the information you need in the format you want. By using the filter functions within the reports you can choose from several options to change what information is shown and how it is presented.
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First call up a report from either the Report Center, the Memorized Report List or by choosing one of the many reports available from the various categories listed on the Report Menu. Once your report shows on the screen, click on the Modify Report button on the upper left side of your report screen. Choose the Filters Tab to choose and apply one of several available filters. In the Filter box you will see the available filters for the report you are modifying. Depending on the filter you choose, you will see in the pull down menu directly to the right of the Filter box a list of all the options you can choose to filter by. For example, should you choose the filter vendor type, your choices will be
All Vendor Types
Multiple Vendor Types
Or a list of all the individual Vendor Types you have set up
Should you choose Multiple Vendor Types a new window will open up and you will be able to check each Vendor Type you wish to see populate your report.
As you choose filters and their correspondent options your choices will be listed in the far right hand box labeled Current Filter Choices. Once you have selected all the filters you need then click on the OK button at the bottom of the screen and review your report. Of course, should you not see what you expected you can go back into the Modify Reports section and reselect or unselect filters as necessary. Once you have set up the report to your specifications you might want to memorize it for future use. This is easily accomplished by clicking on the Memorize button just to the right of the Modify Report button to open a new window where you will type in a name for the report that makes sense to you. Should you want to save the memorized report in a particular report group, click in the Save in Memorized Report Group box and choose the group for the report to be saved in. The next time you need this report you will find on the Report pull down menu under Memorized Reports and if you saved it to a Report Group under the appropriate group heading.
Using this very powerful and useful QuickBooks tool you will be able to view your financial information in many ways specific to your company. Give it a try!!!
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