How to exclude inactive accounts from reports

Rustler,

You're always on top of this stuff, so here's a question for you-

How do I track accumulated adjustment for shareholders for tax purposes (basis) w/o that account affect equity on reports? I thought an inactive account might work, but alas, that has not solved my problem. 

But, the inactive account is showing a negative $15,000. Why is this happening?

Hello there, Bethery.

There might be transactions in that account that made it negative. You can open the account and check all transactions. 

I've attached screenshots as your reference.

Get back to this thread if you need more help. We're just around.

I have customized by report to only include active accounts and  some not all of the inactive accounts still show up on the report.  I can't figure out what I am doing wrong.  

Welcome to the Community, @Jean9.

I tried this on my end and you didn't do anything wrong. The reason the inactive accounts are still showing in the report is there are transactions assigned to them. These accounts will appear even if you customize to report to show only the active ones.

I've added a screenshots as your reference.

Check out this article for more information about chart of accounts: Understand QuickBooks Chart of Accounts.

Just in case, you may check this article for future reference about customizing a report in QuickBooks Desktop: Customize reports in QuickBooks Desktop.

lease know that you're always welcome to post if you have any other concerns. Community Team will always here to help.

I'm trying to run Budget to Actual, and accounts with inactive accounts with no transactions and no budget still appear. There doesn't seem to be that zero option in customize.

Iva

Hi there, @ibrimmer.

I'll share information about inactive accounts on your reports in QuickBooks Desktop.

As of the moment, there isn't an integrated way to generate a report showing only zero or inactive accounts. Yes, you may be able to generate a report with accounts including inactive ones but not the other way around.

While the said options are not yet available, I suggest letting our product developers know about your request by sending feedback. I'll show you how.

1. Go to Help.
2. Select Send Feedback Online.
3. Click Product Suggestion.
4. Under Product Area, choose Reports.
5. Enter a few words describing how you wanted to maximize the feature of customizing your reports in QuickBooks Desktop.
6. Select Send Feedback.
7. Click Close Window.

For now, I'm including this reference so you're able to use all the features and functions of QuickBooks: Help Articles in QuickBooks Desktop. Also, you're able to read subtopics that will describe how a feature is used and how to accomplish tasks related to its functions.

I've got you covered if you have other questions aside from generating reports in QuickBooks. Use the Reply option below and don't forget to include my name, @JonpriL, so that I can get back here and assist you. Take care always and stay safe!

i have an inactive account with zero balance that keeps showing up on my reports...how can I fix this?

I'm running the Job Progress Invoices vs Estimates Report, but I can't figure out how to omit inactive customers. I don't see an option to exclude zero amounts when I go into customize reports. Nor can I find an option to exclude inactive customers. Seems like that should be a standard option. Any advice?

We can customize the report to exclude inactive customers and zero amounts, @AlidaR. I'm here to provide the steps to omit them.

First, we need to manually choose the active customers to exclude the inactive ones from the report:

1. Go to Reports and choose Report Center.
2. Open the Job Progress Invoices vs Estimates report.
3. Click Customize Report and choose the Filters tab.
4. In the Search Filters field, type in Name.
5. Choose Multiple names in the All names dropdown.
6. A Select Name page will pop up.
7. Put a checkmark for the active customers from the list.
8. Click OK.

Then, let's exclude the zero amounts:

1. Still on the Job Progress Invoices vs Estimates report.
2. Click Customize Report and choose the Filters tab.
3. In the Search Filters field, type in Amount.
4. Tick the greater than radio button (>=) and put 0 in the field beside it.
5. Click OK.

Additionally, you can memorize your reports for future use to save the personalization you've made.

Let us know if you have other queries about customizing your reports in QuickBooks Desktop. We'll be here to lend a hand.

Is there an option to filter the report by customers that are marked "Inactive" without my having to choose the individual names myself? IF they are marked inactive in QB desktop, I do not want them in my customer contact report, my sales summary report or basically any customer based report. They are already marked as INACTIVE.

Thanks for joining this thread, tnpmommy.

I can certainly understand how an ability to automatically prevent inactive customers from showing up in customer-based reports could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while using QuickBooks.

Here's how:
 

1. In the top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
   
   
    
2. Choose a Type of Feedback and Product Area (optional) from your available drop-down menus.
   
   
    
3. Enter any suggestions/feedback in the Here is my suggestion: field.
   
   
    
4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
   
   
    
5. Select Send Feedback.
   
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

You also have the option of checking our QuickBooks Desktop Marketplace for apps which may be able to help you achieve what you're looking to do.

For the time being, you can manually filter out inactive customers from reports they're displayed on.

Please don't hesitate to send a reply if there's any additional questions. Have a great Wednesday!