In the budget versus actual report in the Budgeting menu, how can I hide the accounts that are not active anymore ?

Hi christine-invest,

It's a pleasure to see you here.  QuickBooks Online Reports provide specific customizations, so you can review what matters most, at a glance.  I'd be glad to help!

To remove accounts from your reports, that are no longer used in your books, you can make them inactive.  Here's how;

1. Open your Settings ⚙ and select Chart of accounts

2. Locate the account in your list

3. Click on the ▼ dropdown in the Action column and select Make inactive

To hide several accounts, you can do it in one step, by selecting all of the accounts, then click on the Batch actions ▼ and Make inactive.

You're all set and ready to run your reports!

Please don't hesitate to reach out again with other questions.  We'd be happy to assist!

Hello

Hi christine-invest,

Thanks for getting back to us here.  To show active accounts only, in your Budget vs. Actuals report, follow these steps;

1. In the top right of the report, select Customize

2. Choose the Budget and Report period

3. Select the Accounting method

4. Click on Rows/Columns

5. Under Show non-zero or active only, use the ▼ dropdown menu to select Active or Non-zero for your Rows and Columns

6. Open the Filter

7. For the Account, use the ▼ dropdown menu and select the associated accounts for the report

8. Hit Run report

Should you require additional assistance, please don't hesitate to contact us.  We'd enjoy the opportunity to work with you in real time and ensure you're able to accomplish your QuickBooks goals as soon as possible!

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