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How to exclude inactive accounts from reports

Forum|Forum|7 years ago
December 11, 2018
21 replies
144 views

how to exclude inactive accounts from the P&L reports? or how can I delete the inactive accounts?

QuickBooks Desktop

Best answer by Rustler

You can not delete an inactive account

if an inactive account has transactions for the report period, then it will show in reports as it should. If the inactive account has a zero balance, some reports in customize allow you exclude zero balance accounts.

RustlerAnswer

Level 15

You can not delete an inactive account

if an inactive account has transactions for the report period, then it will show in reports as it should. If the inactive account has a zero balance, some reports in customize allow you exclude zero balance accounts.

Rustler

Level 15

Laura, with the report on screen, scroll up and click customize, look for a statement that says except zero amounts in the general section and check that, run the report

If you are running a report that does not have that option in customize, let us know what report it is

A

AlidaR

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?

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