A view filter allows a Method user to limit what is shown in a grid based on given conditions.
In the below example, Shared - Active Customers and Leads will only show:
You could create a filter view from scratch, but you will need to add conditions to take into consideration the Accounting Software and "My" vs "Shared" records.
A way around this is by copying existing view filters. The following example will show how to customize a screen to add a view filter by copying it from an existing view filter.
In this example, we will add a new view filter which will show all customers who have a balance greater than zero.
The Selection Criteria for the view we copied is separated into two groups. Each group takes care of two separate cases: users on QuickBooks Desktop and QuickBooks Online.
For more information on criteria, please check our article on The Criteria Builder.
We will need to add a criteria to each of these groups to show a record only when the balance is greater than zero.
Close the editor and the screen. When you select this new view, you will find all the shared customers who have an overdue balance!