Orlando
Intuit Alumni

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)

2021-02-11_07-42-44.png

Then Add a filter (click on the funnel over the column)

2021-02-11_07-40-36.png

 

0 Cheers