Take advantage of the filtering tools that are built directly into your customer and vendor centers and you will save time right away.
As you can see by the screen shot below, there are several “drop down filters” available to help you quickly find the information you are looking for:
QuickBooks filtering options
By way of example, if you were to change the “Show” filter above to read “All Sales Transactions,” the “Filter By” then gives you the option to see:
Open invoices only
Overdue invoices only
Paid invoices only
QuickBooks expert Scott Gregory says all of the selections available in these drop down boxes is context sensitive (i.e. it shows you sales orders, invoices, estimates, etc. when working with customers and bills, checks, etc. when working with vendors).
Once you get the information you need, you can then easily click the “Run Report” button at the bottom of the screen to have the information appear in report format.
Go ahead – try these filters. They will most definitely save you time!