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Filter Transactions | CustomGuide

Filter Transactions

How to Filter Transactions in QuickBooks

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Filter Transactions

While account registers can include thousands of transactions, QuickBooks can only display a few hundred of them on a page at a time.

That’s what makes the register filter commands so important.

Filter Register Transactions

  1. Click the filter icon from any account register screen.
  2. Select the filters you want to apply.
    • Find: Search only amounts, reference numbers, or memos.
    • Payee: Who the transaction paid.

    The Find field is a little confusing; it searches only amounts, reference numbers, or memo fields. You can also use greater than or less than logic; the grey help text in the Find field is important because it helps explain this.

  3. Click Apply.
    Filter Register Transactions

Remove a Filter

  1. Select the X next to the filter name.
    Remove a Filter
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