Orlando
Intuit Alumni
02-11-2021
09:46 AM
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I'm sorry for the delay and issues - I'm hoping to get the issue resolved with TY19 import by next week's update. To get close to the file you sent immediately, I recommend
1) Adding a Custom View as shown below
2) Adding a filter per Transfer Value as shown below
If you want a view per status, repeat steps 1 & 2 accordingly
Setting up a custom view (Use search to quickly find the four columns below)
Then Add a filter (click on the funnel over the column)