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kim92
Level 1

How do I filter out inactive accounts so that they do not show on my trial balance report?

 
1 Comment 1
RaymondJayO
Moderator

How do I filter out inactive accounts so that they do not show on my trial balance report?

Thanks for posting in the Community, @kim92

 

Let's customize the Trial Balance report so you can filter out inactive accounts. This way, they won't show on the report. I'll guide you how. 

  1. Go to Reports from the top menu. 
  2. Select Accountant & Taxes, then choose Trial Balance
  3. Click Customize Report
  4. Go to the Filters tab. 
  5. Hit Account in the Filter section. 
  6. In the Account drop-down, select Multiple accounts
  7. Manually choose your active accounts from the list. 
  8. Click OK
  9. Hit OK to close the Modify Report: Trial Balance window. 

 

The screenshot below shows you the last seven steps. 

CustomizeTrialBalanceReport.PNG

 

Once done, you can memorize the report to save its current customization settings. Just click Memorize from the report page as seen in the screenshot below. For more details, check out this article: Create, Access, and Modify Memorized Reports. This link also contains steps on how to edit and delete a memorized report, its list, or group. 

MemorizeReport.PNG

 

I'm just a comment away if there's anything else you need. Have a good day, @kim92

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