Written by Scott FairThursday, 13 December 2012 16:17
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In some cases, we only want to see if a customer is set to Use with QuickBooks, or is not.
The easiest way to do this is to bring up your Customer List. In the top center will be a drop down selection saying All Customers.
Click on the drop down and choose Create Filter.
On the filter window, scroll down and select Use with QuickBooks. You can choose Yes, or No.
Apply the filter.
Click on the first customer name to select it.
Scroll down to the last customer name. Hold down the Shift key and click on the last name.
This should select all of the displayed names.
Now, go under I want to, and either print Only Selected, or export to Excel, only selected.
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