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shop-messages2022
Level 1

With transaction reports, is there a way to remove the 0 quantity transaction lines?

We utilise recurring trxns - invoice with mulitple lines to record daily sales. Not all lines are used each day. I'd rather not have to delete the lines not used however I'd like the 0 quantity lines to not appear in reporting. How can this be achieved?

1 Comment 1
Janiqueca_T
QuickBooks Team

With transaction reports, is there a way to remove the 0 quantity transaction lines?

Hi, shop-messages2022.

 

The reason your transaction report in QuickBooks Online is showing zero-quantity line items is due to the system design, which does not natively filter or exclude these lines in reports. While the customization options allow filtering by non-zero transaction amounts, they do not specifically target quantity fields for individual line items.

 

To filter out $0 quantity transactions in your report (though zero-quantity line items will remain), consider pulling up Transaction Detail by Account report and follow these steps:

 

  1. Click Group by in the top-right corner of the report and select Product/Service (with sub-products).
  2. In the Filter section, set:
    • First column: Amount
    • Second column: is greater than
    • Third column: 0
  3. Click Save As to save your customized report.

 

You can also use this as another workaround:

 

  • Manually delete unused (zero-quantity) lines from recurring invoices before saving them. This ensures your reports display active line items only and removes the clutter of unused lines. (manually removing unused or zero-quantity lines from recurring invoices is currently the only way within QuickBooks to prevent these lines from appearing in reports.)
  • Export the report to Excel and use Excel’s filtering tools to remove rows with a quantity of 0. This gives you a clean version tailored to your needs.

 

Additionally, the type of report you’re running (e.g., Sales by Product/Service, Transaction List by Customer, or Transaction Detail by Account) may impact available options. Confirming the report type can help identify any report-specific adjustments that might be applied. 

 

Feel free to reply below if you have further questions.