Filtering a Report—Selecting Most Items from a List
If you’re filtering a report and want to select most items from a list in QuickBooks, but not all of them, here’s a handy trick!
Step-by-Step Guide:
- Open the Filter Menu
Choose the “Selected” option (e.g., selected accounts, selected names, etc.). - Select All Items
Instead of checking each box one by one, click the first item on the list. - Drag to Select
Without releasing the mouse button, drag the pointer down below the list. - Release the Mouse
Once all items are selected, release the mouse button. - Uncheck What You Don’t Need
Now manually uncheck the items you don’t want to include in the report.
Quick Filtering for Better Reports! 🎯
This method saves time when you need to include most, but not all, items from a list in your filtered report.
Before meeting with Danny, we recommend filling out our Client Needs Analysis form. This will help us better understand your challenges and provide personalized recommendations to address your unique goals.