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A
Aida Corp
July 14, 2021
Question

How to hide checking account balance from report

  • July 14, 2021
  • 1 reply
  • 25 views

I have a secondary checking account that I transfer money into as I pay off Purchase Orders to our main supplier. Since it's not considered an asset, I need to not show it as such when running a Balance Sheet report. How can I hide or remove it from the report?

1 reply

katherinejoyceO
katherinejoyceO
Level 9
July 14, 2021

Hi @Aida Corp, 

 

Thanks for visiting the Community today. You can temporarily remove an active and deleted zero-balance account in QuickBooks Online. I'll show you how: 

 

  1. Open the Balance Sheet report, then select Customize at the top left.
  2. Scroll down to Rows/Columns, then set Show non-zero or active only rows to non-zero.
  3. Select Run Report.

 

You can check out this article to learn more about this process: Remove deleted accounts from reports. 

 

For future reference, visit the QuickBooks Firm of the Future. It helps you learn about the newest features in QuickBooks Online reports that bring better customization and navigation. 

 

Let me know how it goes by sending your reply below. I’d be delighted to help you again with your next post.

 

 

A
Aida CorpAuthor
July 14, 2021

This account holds a balance at all times. I wanted to change the type of account, but it needs to be able to show a transfer from my main checking account into whatever account I set up (again as a liability, not an asset).

katherinejoyceO
katherinejoyceO
Level 9
July 14, 2021

I appreciate your prompt response, Aida Corp. You'll want to record a bank transfer, then hide your checking account. 

 

Here's how: 

 

  1. Select + New, then select Transfer.
  2. Select the bank account that the money is coming from in the Transfer Funds From dropdown, then select the bank account that the money is going to.
  3. Enter the amount being transferred in the Transfer Amount field.
  4. Edit the Date field, then enter a description of the transfer in the Memo field (optional).
  5. Select Save and close to complete the transfer.

 

See this article for more details: Transfer funds between accounts.

 

To hide checking account:

 

  1. In the Settings menu, select Chart of accounts.
  2. Find the checking account you want to remove.
  3. Select the Action drop-down list and click Make inactive

 

Please take note that you’ll still see inactive accounts and their transactions when you run a report to keep everything accurate. You can follow the steps I provided in my first response to temporarily hide it. 

 

For future reference, you can also check out this article to learn more about different ways of customizing reports in QuickBooks Online.

 

Feel free to message again if you have additional concerns. I'll be here to assist. 

 

 

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