How to Filter Reports in QuickBooks Online – Instructions

How to Filter Reports in QuickBooks Online: Video

            This video lesson, titled “Customizing Filter Report Settings,” shows you how to filter reports in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.”

Overview of Report Filters in QuickBooks Online:

            This lesson shows you how to filter reports in QuickBooks Online in the “Customize report” pane. To expand and show a report’s filter settings after opening its “Customize report” pane in QuickBooks Online, if needed, click the “Filter” section’s label. The specific filters available change, based on the report you are customizing. However, the way you apply filters is shared by almost all reports.

            Report filters restrict which data appears in the report, based on the filtering criteria you choose. To apply a filter in the “Filter” section, check the checkbox next to the filter’s name to apply it. The filter then moves above a diving line that appears in this section. Then use the applied filter’s adjacent drop-down or field to select or enter the filter’s value or values.

            For drop-downs filters, you can often select a type of filter to apply at the top of the drop-down menu. Alternatively, you can also often select specific values in the drop-down menu by checking the checkbox or checkboxes next to the specific value or values to show. You can also often check the “(Select all)” checkbox to select all the filter choices, if desired. You can uncheck a checked filter choice in the drop-down menu to remove it from the report filter. For filters that use a field instead of a drop-down, you must type the value to find into the adjacent filter’s field.

            To remove an applied filter from a report in QuickBooks Online within the “Filters” section of the “Customize report” pane, uncheck the checkbox next to the filter’s name in the list of applied filters shown above the dividing line in this section. When you apply multiple filters to a report, data in the report must match all the applied filters to appear in the report.

A picture showing how to filter reports in QuickBooks Online.

Instructions on How to Filter Reports in QuickBooks Online:

1. To expand and show a report’s filter settings after opening its “Customize report” pane in QuickBooks Online, if needed, click the “Filter” section’s label.
2. The specific filters available change, based on the report you are customizing. However, the way you apply filters is shared by almost all reports.
3. Report filters restrict which data appears in the report, based on the filtering criteria you choose.
4. To apply a filter in the “Filter” section, check the checkbox next to the filter’s name to apply it.
5. The filter then moves above a diving line that appears in this section.
6. Then use the applied filter’s adjacent drop-down or field to select or enter the filter’s value or values.
7. For drop-downs filters, you can often select a type of filter to apply at the top of the drop-down menu.
8. Alternatively, you can also often select specific values in the drop-down menu by checking the checkbox or checkboxes next to the specific value or values to show.
9. You can also often check the “(Select all)” checkbox to select all the filter choices, if desired.
10. You can uncheck a checked filter choice in the drop-down menu to remove it from the report filter.
11. For filters that use a field instead of a drop-down, type the value to find into the adjacent filter’s field.
12. To remove an applied filter from a report in QuickBooks Online within the “Filters” section of the “Customize report” pane, uncheck the checkbox next to the filter’s name in the list of applied filters shown above the dividing line in this section.
13. When you apply multiple filters to a report, data in the report must match all the applied filters to appear in the report.