QB Issue Resolution:
What is the Matching section in the Customize box of Reports?
Answer ID: 1343
When fully loaded, the Match section in the Customize box allows you to search for:
Number (transaction number)
Custom fields (if turned on in Prefs)
Ship Via (if Shipping Preference is turned on)
Some reports only offer limited Matching fields. Below is a list of the reports containing the Match field plus the information you can match on.
All reports in Accountant & Taxes section, except for Trial Balance and Journal
Check Detail (number only)
Recurring Transaction List (template name, amt, memo only)
A/R Aging Detail (custom fields only)
Customer Balance Detail (custom fields only)
Unbilled Charges (amt, memo, number only)
Estimates by Customer
Transaction List by Customer
All Sales by ____ Summary (custom fields only)
All Sales by ____Detail
Bill Payment List (amt, memo, number only)
Transaction List by Vendor (amt, memo, number only)
Time Activities by Employee Detail (memo only)
Time Activities by Customer Detail (memo only)
Unbilled Time (memo only)
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Answer ID 1343
Products QuickBooks Online Simple Start (H)
QuickBooks Online Essentials (H)
QuickBooks Online Plus (H)
Categories Using This Product
Date Created 11/13/2006 12:30 PM
Date Updated 07/13/2011 02:34 PM
Allow Crawling? Yes
Resolution for Issue 'What is the Matching section in the Customize box of Reports?' available: Yes (Solved).
Source: Intuit Community forum.
What is the Matching section in the Customize box of Reports?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Customize
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Error Recovery for Customize [Canada]
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