The practicality is pretty straightforward: If you regularly, or completely, work with some customers (vendors, or items), you’ll be able to click on Manage List in the My Customers page part to make a rank with simply those records therefore you’ll quickly jump to at least one of them by double-clicking it right from the Role Center.

1. VENDOR AND CUSTOMER TYPE FILTER
Introduction
All the versions of QuickBooks Enterprise 2017 can flaunt better filters for the customer or vendor
Center list show. With the improved filter possibility, sort for them may be used a lot of with efficiency
for sorting. find the information you need faster with the ability to filter by vendor type and client
type. with efficiency filter the client or vendor Center displayed list by user defined type, with new
filter choice enclosed.
The practicality is pretty straightforward: If you regularly, or completely, work with some customers
(vendors, or items), you’ll be able to click on Manage List in the My Customers page part to make a
rank with simply those records therefore you’ll quickly jump to at least one of them by double-clicking
it right from the Role Center.

2. What most of the people don’t understand is that you will use your “My” shortlists as filters all
across NAV, on pages as well as reports! It’s quite straightforward too. simply use these filter
strings…
● My Customers:%mycust
● My Vendors:%myvend
● My Items:%myitem

4. Why you need this ?
There is a very powerful option inside QuickBooks to help you quickly filter and find customers
and/or vendors that match bound criteria (i.e. zip code). It’s unfortunate that this feature is not as
obvious because it may well be at intervals the package.
When browsing your client list within the client Center, there’s a computer menu at the highest of
the list that hasmany choices:
● All customers
● Active customers
● Customers with open balances
● Custom filters
You will target the custom filters choice. For any trouble in QuickBooks Customer support call at +1-
855-441-4417

5. How does this feature help you or your client work more efficiently?
Previously in QuickBooks we have a tendency to may define a type for customers and
vendors. we have a tendency to might filter reports for the type assigned, however that
was regarding all we could do with that field. In QuickBooks 2017 the displayed list within
the Centers will be filtered for the type assigned. This filter options can be useful for any
QuickBooks user that would like to see the list for a specific type, and then manage the
filtered information that displays.
Scene 1:
If you look a full list of Customers and just want to see the ones on your “My” list, expand
the filter pane and set %mycust as the filter for the No. field.

6. Scene 2:
The “My” filters can also be used on pages like Journal Ledger Entries, such as the Customer
Ledger Entries page. This can help you trim down the list to show just the records pertaining to
your customers. In the Filter Pane, set %mycust as the filter for Customer No.:
When you click/tab out of the field after entering %mycust, you will see how NAV translates that
string into multiple customer numbers, separated by the | character:
Scene 3:
When you are running a Report, such as a Customer Top 10 List report, you can filter the results
to match your “My” list by using %mycust for the No. the field under the Customer Data Item on
the Request Page as shown below:
Wizxpert technical support team is always with you. You can dial our QuickBooks Error Support
Phone Number +1-855-441-4417 to contact them.