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April 7, 2022
Question

What is Filter an d what is Batch Action?,

  • April 7, 2022
  • 1 reply
  • 0 views
Is Filter a calculation? Do not recall using this term in old version of Quick Books.

1 reply

katherinejoyceO
April 7, 2022

Hello there, @johneayrs3-gmail.

 

Thanks for asking us here in the Community. The Filter option is where you can refine and set custom criteria for the transactions you want to include in a report. 

 

While the Batch feature lets you send multiple emails, print multiple invoices, and enter transactions in bulk.

 

For future reference, you'll want to check out this article to learn more about sending emails or printing multiple invoices and sales forms in QBO. 

 

Come again if you have more concerns. I'm always around to guide you again.