There are four types of Simple Filters that will filter the whole QuickBooks data block.
There is also an Advanced Filter dialog box that is available on the Data Ribbon in Excel.
For List reports, you can manually check/pick one or multiple items for filtering.
A simple List Report allows you to create a Text filter, e.g. Begins with 'Cover'
You can perform this type of filter only on a numeric type of field, e.g. quantity, amount
QQube has date ‘shortcuts’ which extend the ways in which you look at a date. E.g. May 7 is Friday, and the 127th day of the year, and the 5th day of the week, etc.
But, did you know that there are ‘QuickBooks like’ Date Filters built in?
Click on the Advanced Icon in the Sort & Filter Section, under the Data Ribbon in Excel to give you access to multiple criteria filter. In this example, we filtered for Item Type = Inventory Item which have sales greater than $2,000.
For more information on using this feature visit this Microsoft URL
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