Default Image

How to Filter Lists & Items in Quickbooks

The most effective method to set up custom channels for your rundowns

QuickBooks facilitates its users with the option of ‘Filtering lists’ so that users can easily filter or limit the displayed items or wanted data/information from the window screen. QuickBooks provides simple and easy tools to apply filters. The filter option is modify the report dialog box. You can easily select your information and items that get summarized in the report for this you should learn how to add multiple listings.

What filter lists should I use?

Steps To Filter Lists And Items

  • First, go to QuickBooks menu and then select the file that you want to filter.
  • Now open the file and select ‘Add/Edit’ multiple list entries’ from the menu.
  • From this, a list of customer displayed, now click on ‘customize’ option and choose the terms, then click on ‘Add’ option in order to add a term’s data field to the selected column option.
  • Now edit data, you need to click on move up/down option under the ‘terms’.
  • Then click ‘OK’ to close customize column dialog box.
  • In case, you add ‘modifying/editing’ option under supported lists, then you need to filter the list results from ‘find a box’.
  • Then QuickBooks will show you the lists of number of modified customers and saved it.
  • Now click ‘ok’ for successfully filter the selected items.


  • It helps to get short lists of the desired items and information correctly and fast.
  • It also reduces the unwanted data and information as well as improving system efficiency.
  • It saves time and keeps tracks of all information without any error/mistakes and provides printed records that increases business profits and efficiency.

Filtering lists is easy if you follow the solution accordingly. Here you get to know the advantages and the solution to filter the lists. The information of solution is correct and verified as it is given by the support team who is here to help you 24/7 hours. You just need to follow the solution step-by-step to get the desired results. You can also contact the team via QuickBooks technical Team toll-free number.

How to contact us?

Still, you need more information than dial the QuickBooks customer support helpline number ☎ contact . You can also contact the team via live chat or send them the email at [email protected]. Team members are polite, friendly, well-mannered, trained and expert to resolve all your queries and issues. They have experience of resolving all the issues whether they are small or large. They are glad to help you by providing you the best assistance all the time.

Source: 99accounting



Toll-Free: +1800-974-3985