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A
Anonymous
December 11, 2018
Solved

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

  • December 11, 2018
  • 2 replies
  • 11 views

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.

Best answer by qbteachmt

"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.

2 replies

qbteachmt
qbteachmtAnswer
Level 11
December 11, 2018

"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.

    A
    Anonymous
    December 11, 2018
    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.
      R
      Rave2000
      April 1, 2021

      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(


      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.

      B
      bookkeepersr
      October 30, 2019

      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
      MaryLandT
      Level 10
      October 30, 2019

      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.

      B
      bookkeepersr
      October 30, 2019

      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

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