Using Filters in QuickBooks 2009/10 – Australian Edition

In my business new clients prepay for the first 5 hours and then they go onto PAYG each week. When running my Aged Receivables’s report, the totals at the bottom of the aging columns were being incorrectly calculated due to the prepayments being ‘taken off’ the total amount due. Usually I’d end up calculating the totals manually which I hated doing.

So I started to explore the report a bit more and realised that I hadn’t been using my filters! And because I love learning new tips and tricks to make the most out of my software, here is a present from me to you…

How to use filters when creating your reports.

1. Click on Report Centre
2. Click on Customers & Receivables, then click on A/R Ageing – Summary
3. Click on Modify Report in the top left hand side of the window
4. Click on the filters tab
5. Under ‘Choose Filter’ click on amount, click the ‘greater than’ radial button and enter 0
6. Click ok
7. Click ‘Memorise’ to remember this report for later.

You could also change the filter to only show the prepayments in step 5 above which is very handy indeed.