Hi. I have an old bank/cash account that was made inactive 3 years ago and there has been no activity in the account since (last transaction date in the account was in 2016). In my Balance Sheet - Detail report, the account appears and I can't seem to find a way to delete it from the report. If I am looking at a Balance Sheet - Standard report, the account does not appear. Over the years, I have made many accounts inactive and none of the others appear on any reports. thanks in advance for any assistance.
Hello there, @gappleb.
I want to make sure you’re able to view your Balance Sheet report with accurate information.
When generating reports whether an account is inactive or not as long as there are transactions recorded in it within the date range of the report then it will show in reports as it should.
To make sure there are no recent transactions on the account, you can run a quick report on the inactive account. Use the same date range you used in your Balance Sheet report.
If you don’t want to include this inactive account, here’s how:
For additional insights, you can check out these articles:
I'm just one post away if you have other questions about generating reports in QuickBooks Desktop. Feel free to click the Reply button below.
I have tried to respond to your reply twice now but nothing appears in the string. Anyways, I will try to duplicate my response.
Hello there, @gappleb.
I appreciate you for taking your time getting back to us and for sharing what you see on your end.
In addition to what I've shared on my initial response, your bank account whether active or not is an asset of your company. The Balance Sheet Standard report will only show accounts that has open running balance on it regardless if it is active or inactive.
While the Balance Sheet Detail report displays all the accounts listed in your Chart of Accounts with its starting and ending balance and the transactions based on the date range of the report.
On the other hand, make sure your QuickBooks has an updated software to ensure an accurate information when running your reports.
That's it! Let me know how it works on your end.I'm always here to help you with generating company financial reports in QuickBooks Desktop.