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Anonymous
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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.

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Best answer 12-10-2018

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Established Community Backer ***

"Detail" reports are going to show individual Transaction...

"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.

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Established Community Backer ***

"Detail" reports are going to show individual Transaction...

"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

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Anonymous
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Many thanks to qbteachmt for his reply. For others intere...

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.
Established Community Backer ***

Not all Reports even offer the Advanced button on the Dis...

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

Re: Not all Reports even offer the Advanced button on the Dis...

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?

Moderator

Re: Not all Reports even offer the Advanced button on the Dis...

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.

Not applicable

Re: Many thanks to qbteachmt for his reply. For others intere...

Hi

 

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

Moderator

Re: Many thanks to qbteachmt for his reply. For others intere...

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.

Not applicable

Re: Not all Reports even offer the Advanced button on the Dis...

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]

QuickBooks Team

Re: Not all Reports even offer the Advanced button on the Dis...

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.

Experienced Member

Re: 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.

QuickBooks Team

Re: 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.

Experienced Member

Re: 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

Moderator

Re: 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!

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