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Anonymous
Not applicable

How do I hide zero balance items in the detailed balance sheet report

In using the Detailed Balance Sheet report, I would like to hide all of the accounts with a zero balance. I was unable to do that with the Amount filter.

Solved
Best answer December 10, 2018

Best Answers
qbteachmt
Level 15

How do I hide zero balance items in the detailed balance sheet report

"Detail" reports are going to show individual Transactions. That means some things need to show.

Here is a Basic Function for customizing reports: on the Display tab, look bottom right. If you see the Advanced Button, here is where you have some advanced options.

View solution in original post

22 Comments 22
qbteachmt
Level 15

How do I hide zero balance items in the detailed balance sheet report

"Detail" reports are going to show individual Transactions. That means some things need to show.

Here is a Basic Function for customizing reports: on the Display tab, look bottom right. If you see the Advanced Button, here is where you have some advanced options.

View solution in original post

Anonymous
Not applicable

How do I hide zero balance items in the detailed balance sheet report

Many thanks to qbteachmt for his reply. For others interested, in a step-by-step solution, those steps are: - -First choose the Customize Report tab on the detailed report display (upper left), then choose the Display tab, upper left, then the Advanced tab, lower right, then in the small, Advanced Options window, under INCLUDE click on the "In Use" circle. Then click OK to return to the report display. As I desired, none of the "zero" balances will be displayed.
qbteachmt
Level 15

How do I hide zero balance items in the detailed balance sheet report

Not all Reports even offer the Advanced button on the Display tab of Customize. That's why you have to Look.
Robin729
Level 1

How do I hide zero balance items in the detailed balance sheet report

I'm attempting to customize financial statements to not include zero balances and inactive/deleted accounts.  I've looked for the settings as described in previous posts to no avail.  Are there different levels of customization available to QB Online subscribers?

PreciousB
Moderator

How do I hide zero balance items in the detailed balance sheet report

Thanks for joining this thread, Robin729.

 

I'm here to help you customize the financial statements reports in QuickBooks Online.

 

May I know what specific report are you trying to customize? Each report in QuickBooks Online has its own options for customization.


Right now, the Balance Sheet Detail and Profit and Loss reports don't have an option to exclude the zero balances and inactive accounts. However, the Statement of Cash Flows can show non-zero balances or active only accounts. I'll be happy to show you how:

  1. Click Reports on the left pane.
  2. Enter and select Statement of Cash Flows in the search box.
  3. Under Show non-zero or active only section, select Active or Non-zero.
  4. Click Run Report.

The screenshot below shows these steps as well.

 

image.png

 

Here's an article about customizing a report for future references: How to customize reports.

 

That information should get you on the right track. I'd be delighted to answer other questions should you have any. I'm cheering you to continued prosperity.

BK545
Level 1

How do I hide zero balance items in the detailed balance sheet report

Hi

 

This will still not help if there was some activity during the report period that totals 0

Rose-A
Moderator

How do I hide zero balance items in the detailed balance sheet report

Greetings, BK545.

Allow me to help generate a report with some activity and zero totals.

 

For me to be able to provide you with the right answer, could you please tell me what specific item you're trying to filter in the report? Are you trying to filter the report not to show the zero totals? If so, you can follow the steps below.

 

Here's how:

 

  1. Click Reports at the top menu bar.
  2. On the drop-down list, click Company & Financial then choose Balance Sheet Detail.
  3. Click Customize Report.
  4. Click the Advanced button.
  5. Choose In Use and hit OK.
  6. Click OK.

 

 

You may find these articles helpful:

 

I look forward to your reply. I'm here to help you out. Have a great rest of your day.

suzukol
Level 1

How do I hide zero balance items in the detailed balance sheet report

I used a desktop version of Quickbooks until changing to Online.  I noticed there are many cool gears on the desktop; however, I really need to have a function of the hiding zeros balance in the financial statements.  When do you think you'll offer these services?  

 

Thanks for your assistance.

Suzuko Llewellyn

[removed]

JonpriL
Moderator

How do I hide zero balance items in the detailed balance sheet report

Hi @suzukol,

 

We're unable to share any specific timeframe on when a feature will be added. Thus, I'd recommend checking our QuickBooks Resource Center.

 

From there, you'll be updated with the new features and enhancement that our developers are currently working. To do so, you can visit our QuickBooks Resouce Center page.

 

In case you need some tips and related articles for your future tasks, you can visit our QuickBooks Desktop Help Articles page for reference.

 

It'll be always my pleasure to help if you have any other concerns. I'll be keeping an eye for your response.

bookkeepersr
Level 1

How do I hide zero balance items in the detailed balance sheet report

The same works for the P & L reports but how do we set to hide zero line items as a default in Quickbooks. Mine keep reverting to showing zero line items.

MaryLandT
Moderator

How do I hide zero balance items in the detailed balance sheet report

Thanks for joining this thread, bookkeepersr.

 

While zero balance items are still showing on the P&L report, you can export it to Excel. Then, remove those items from there.

 

Let me show you how:

  1. On the P&L report, click the Excel icon.
  2. Select Create New Worksheet to create a new Excel.
  3. Otherwise, select Update Existing Worksheet to update the data in this report.
  4. Click OK when you're ready to export.

To learn more about the solution above, check this out: Export reports as Excel workbooks in QuickBooks Desktop. This article will also help you get updated reports while working in Excel.

 

Keep me posted if there's anything else you need and I'd get back to you.

bookkeepersr
Level 1

How do I hide zero balance items in the detailed balance sheet report

Hi, I do know how to do that in Excel but it is more tedious.  I'd like to know if there is a way to set the default to no zero lines like in preferences or somewhere else for reports.  I don't ever want the zero line items on reports.  That would be so much more efficient.  Thanks

FritzF
Moderator

How do I hide zero balance items in the detailed balance sheet report

Thanks for getting back to us, bookkeepersr.

 

Yes, there is! Instead of exporting the report to Excel, you can just memorize it after applying the Non-Zero or In Use filter (depending on the Profit and Loss report you're using). This way, the report will not revert to its default settings when pulling it up.

 

Here's how:

 

  1. On the P&L, click the Memorize option at the top, then enter a name in On the Memorize Report window.
  2. Once done, hit OK.

22.PNG

 

For additional information, such as how to access a memorized report, please check out this article: Create, access and modify memorized reports.

 

Just in case, I'll be sharing this article for future reference: Customize reports in QuickBooks Desktop.

 

Reach out to me in the comment section if you have any other issues or concerns. I want to make sure everything is taken care of for you. Have a wonderful day!

sherrylfacteau
Level 2

How do I hide zero balance items in the detailed balance sheet report

I am using QBDT - and these options are already checked - the zero quantity line still shows up on

the report.  This is so inconvenient because I have to export to excel and then delete every

line with zero.  Is there a different option?   :9(

Rave2000
Level 1

How do I hide zero balance items in the detailed balance sheet report

1) Click on Customize Report

2) Click on Filters Tab

3) Select the Amount option under filter

4) Click >=

5) Enter 0.01

This will show all the transactions greater than or equal to a penny, which removes the zero dollar transactions.

NunyaOne
Level 2

How do I hide zero balance items in the detailed balance sheet report

THIS IS ABSOLUTELY MORONIC that QB Online lacks the functionality to hide zero balance accounts.  The balance sheet and income statement should ABSOLUTELY have that feature as otherwise they get hopelessly cluttered with no-longer used accounts.  This is YET ANOTHER reason (like charging for each company file now instead of allowing unlimited company files for one fee with QB desktop) why I'm looking for an alternative to Quickbooks.

jkhgkhgkjhg
Level 2

How do I hide zero balance items in the detailed balance sheet report

Agree 100000%! Monopoly of Intuit is over! Their customer support is non-existing and features are lame! 

nmolteno
Level 1

How do I hide zero balance items in the detailed balance sheet report

Sorry but this isn't a solution as the transaction report will also include <0 which should be excluded.

 

The solution is to accept <>0 in the filter customisation for amount.

 

Come on QB, get it done.

CoralLi
Level 1

How do I hide zero balance items in the detailed balance sheet report

I have the same login for several clients (as their accountant) and for some reason on one of the clients that option does not show up. Do you know why or what is causing them to be different than all of the other clients? The option to select non-zero is not there and also I cannot change the default report view (different than all of the other clients, as well).

 

Thank You.

Mark_R
QuickBooks Team

How do I hide zero balance items in the detailed balance sheet report

Hi there, @CoralLi.

 

I want to make sure this issue gets resolved so you can get back to working order.

 

One of the possible reasons why the Non-Zero option isn't showing when customizing the Profit and Loss report is due to the data damage of the company file. To verify, let's run the Verify and Rebuild Utility tool to fix data-related issues on a company file. Here's how:

 

  1. Go to the File menu, then select Utilities.
  2. Click Verify Data and select OK to close all windows.
  3. Then, go back to the File menu.
  4. Select Rebuild Data under Utilities.
  5. QuickBooks will ask to make a backup before rebuilding your company file, select OK.
  6. Once the rebuild is done, click OK.

 

I'm adding this article for more guidance: Fix data damage on your QuickBooks Desktop company file.

 

In addition, please know that the Non-Zero option will show depending on the Profit and Loss report you're using. Just like the Profit and Loss Detail report, it only shows the In Use option.

 

You might want to learn more about customizing reports in QuickBooks Desktop. This article will provide you with the detailed steps and information: Customize reports in QuickBooks Desktop.

 

Our doors are always open to help you again if you need more assistance running reports. Have a pleasant day ahead.

nmolteno
Level 1

How do I hide zero balance items in the detailed balance sheet report

Sorry but I was referring to QBO not the desktop version

Giovann_G
Moderator

How do I hide zero balance items in the detailed balance sheet report

Hello, nmolteno.

 

I know how important for you to exclude zero amount on your report. As of this moment, the option to show a non-zero account is currently available in the Balance Sheet report. You can instead export your report to Excel if you wish to run a Transaction report. From there, you can personalize and remove zero amounts.

 

Here's how:

 

  1. Go to the Report menu.
  2. Select the specific report that you want to run.
  3. Click the Export icon, then choose Export to Excel.
  4. Save the file somewhere you can easily find it.

 

Check out this article for more details: Export your reports to Excel from QuickBooks Online.

 

I've included this resource to learn more about how to customize your reports to get the information that matters most to you: Common custom reports in QuickBooks Online.

 

You're always welcome to post your reply if you need further assistance with managing your report. We're always here to help you.

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