Using Account Filters on a Sales Report
Published on
May 26, 2023 at 6:21:53 AM PDT May 26, 2023 at 6:21:53 AM PDTth, May 26, 2023 at 6:21:53 AM PDT
Scenario
User needs to create a Report which can be filtered by Account.
Solution
To filterSales by Item ReportbyAccount, determine if theAccount typeis the Income type or not.
UseSales Transactions > Account > Nameif user want to filter the report byBalance Sheet AccountslikeAccounts Receivable, Bank Accounts, Undeposited Funds,andOther AssetType of accounts.
UseSales Transactions > Account Line > Nameif user want to filter the report byIncome/Expense AccountandDeferred Revenuetype of Accounts.
This article is true for reports underReports > Sales.
Examples:
- Sales by Customer
- Sales by Item
- Sales by Sales Rep
- Sales by Partner