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gary6
Level 1

Can I set Reports not to show zero balance accounts?

 
5 Comments
JamesDuanT
Moderator

Can I set Reports not to show zero balance accounts?

Hello Gary,

 

We can customize the report to show non-zero accounts only. Let me show you how:

  1. Open the report and click the Customize button.
  2. Go to the Rows/Columns section
  3. Select Non-zero in the Show rows field.
  4. Select Active in the Show columns field.
  5. Click Run report.

I'll be right here if you need anything else or if you're referring to something different. Any additional information would much appreciated, too. Thank you in advance!

 

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drako42
Level 1

Can I set Reports not to show zero balance accounts?

Can the accountant also make this customized balance sheet report to show non-zero?  I tried and I do not see the options your screen shot show.

Anna S
QuickBooks Team

Can I set Reports not to show zero balance accounts?

Thanks for joining the thread, @drako42.

 

Allow me to provide some info about customizing the balance sheet in your QuickBooks Online Accountant account.

 

You can customize the balance sheet in your account using the steps provided by my colleague @JamesDuanT above. These reports are the same in QuickBooks Online and the QuickBooks Online Accountant Edition. 

 

If you don't see these customization options, I recommend opening the program in a private browser where your web information data isn't saved. Then, you can customize the balance sheet to show non-zero balances. After doing so, you'll want to clear your cache and cookies to help prevent any loading or formatting issues within QuickBooks again.

 

I'm only a post away if you have any other questions. Best wishes!

mikemegaclean
Level 1

Can I set Reports not to show zero balance accounts?

We do not see a whole bunch of options. What do you mean by "...open the program in a PRIVATE BROWSER..."? Any why doesn't QB just fix the problem?

CharleneMae_F
QuickBooks Team

Can I set Reports not to show zero balance accounts?

Thanks for joining us here, @mikemegaclean.

 

One possible cause you're unable to customize the balance sheet report to show non-zero is a browser-related issue. I'd suggest logging into your QBO account via a private browser. This doesn't use the existing cache files, which makes it a good place to determine if there's an issue with the browser. 

 

Here are the keyboard shortcuts: 

  • Safari: Press Command + Shift + N 

  • Google Chrome: Press CTRL + Shift + N

  • Mozilla Firefox or Microsoft Edge: Press CTRL + Shift + P 

 

Once signed in, pull up and customize the report again. If you're able to see the options provided by my colleague, let's clear the cache of your main browser. This helps remove its stored cache so it'll function efficiently.

 

However, if private browsing doesn't work, I recommend using different browsers. They'll provide you the best and most secure experience with QuickBooks. For more details, see this article: System Requirements for QBO

 

You may also want to consider memorizing the report in QuickBooks Online. Doing so will help you save the current customized settings for easy access in the future.

 

I'll lend a helping hand if you need anything else. Have a great day!

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