Orlando
Intuit Alumni
01-02-2021
02:45 PM
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- Launches Add / Edit Custom Views
- Tax Import Download Status
- Financial Institution Download Status
- Locked Status (True / False)
- When you hover over any column, a Funnel shows up ..
Click on it to launch our Filter View, which you can use to filter what shows up.
The Filter Values screen is a convenient place to do "Equals" type filters. You can use "Filter Rules" for more advanced filtering, like "Not Equals", "Contains" or "Unique". Click outside the filter dialog to lock it in and see the results. When a filter is enabled, you'll see it at the bottom of the homescreen.
Click the X to delete the filter, or uncheck to temporarily turn it off.