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jfarias123
Level 1

Chart of Accounts

made an expense account inactive for 2024 and when running a P&L report it still pulls the account with a budget amount? 

tried to contact Intuit and they were not able to help 

1 Comment 1
Clark_B
QuickBooks Team

Chart of Accounts

I appreciate you for bringing this to our attention, @jfarias123.

 

Let me help and provide information about running a report with an inactive account in QuickBooks Online (QBO).

 

When you delete or make your accounts inactive, it doesn't erase your transactions so running reports will not change. Also, as long as there is a transaction linked to your accounts, whether active or inactive, you can still see it in the report based on the specific period. However, If you make that account inactive before creating a budget, that account won't show when you're running a Profit & Loss report.

 

I'll also add this article to help you customize any report that you want to generate: Customize reports.

 

Please don't hesitate to leave a comment below If you have any other concerns about the P&L report. I will answer them in any possible way.

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