From the course: QuickBooks Pro 2021 Essential Training

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Filter lists

Filter lists - QuickBooks Pro Tutorial

From the course: QuickBooks Pro 2021 Essential Training

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Filter lists

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- [Instructor] During this small file for this course, I don't have many customers, or vendors, or even products, but your company file may be much different. You may have hundreds of items, and products, and customers. If you want to find something quickly, you can filter the view to only see what you're looking for. I'll click on customers in the home screen to get into the customer center. From here, I can place my cursor in the blank box above the customer list, and start typing a name. Click the magnifying glass, and you'll be brought right to that customer or job. Click X again, the filter is removed, and you're brought back to your complete list. It works the same way for vendors, and you can even do this for products. I'm going to close out of this, and click on items and services on the home screen. At the very top, I have a special box, in which I can look for specific pieces of text. I can even specify which field…

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