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neil2
Level 2

How to exclude inactive accounts from reports

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

Solved
Best answer December 10, 2018

Best Answers
Rustler
Level 15

How to exclude inactive accounts from reports

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.

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17 Comments 17
Rustler
Level 15

How to exclude inactive accounts from reports

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.

neil2
Level 2

How to exclude inactive accounts from reports

how do I delete transactions from inactive accounts?
qbteachmt
Level 15

How to exclude inactive accounts from reports

You asked this Already, here:
<a rel="nofollow" target="_blank" href="https://community.intuit.com/questions/1620928-how-to-exclude-inactive-accounts-from-reports">https:...>
laura10
Level 1

How to exclude inactive accounts from reports

Nobody has helped me.  Answer my questions please.  I don't want to delete the account, I simply want to be able to print a report that doesn't show a bunch of zero balance accounts.  My accountant's report excludes them, I am unable to do the same
Rustler
Level 15

How to exclude inactive accounts from reports

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
qbteachmt
Level 15

How to exclude inactive accounts from reports

Customize the report and on the Display tab, bottom right, if you see the button = Advanced, that will have the "non-zero only" option. Not all reports have this function.
laura10
Level 1

How to exclude inactive accounts from reports

qbteachmt - Thank you so much. That worked on my report. I appreciate the step by step detail help I have been trying to get that accomplished for a long time.
Rustler
Level 15

How to exclude inactive accounts from reports

You're Welcome
qbteachmt
Level 15

How to exclude inactive accounts from reports

Yes, I explained how to do this with QB Desktop PC, which is different than QB Online. Glad to help.
walkebb
Level 1

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. 

bethery
Level 1

How to exclude inactive accounts from reports

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

 

Kristine Mae
Moderator

How to exclude inactive accounts from reports

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.

Jean9
Level 1

How to exclude inactive accounts from reports

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.  

ShallyMarR
QuickBooks Team

How to exclude inactive accounts from reports

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.

ibrimmer
Level 1

How to exclude inactive accounts from reports

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

JonpriL
Moderator

How to exclude inactive accounts from reports

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!

Dhatton1
Level 1

How to exclude inactive accounts from reports

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

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