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neil2
December 11, 2018
Solved

How to exclude inactive accounts from reports

  • December 11, 2018
  • 21 replies
  • 127 views

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

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.

21 replies

Rustler
RustlerAnswer
Level 15
December 11, 2018

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
Rustler
Level 15
December 11, 2018
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
    ShallyMarR
    ShallyMarR
    November 7, 2019

    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.  


    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.

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