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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?

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Best answer 12-10-2018

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You can not delete an inactive account if an inactive acc...

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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Established Community Backer ***

You can not delete an inactive account if an inactive acc...

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.

View solution in original post

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how do I delete transactions from inactive accounts?

how do I delete transactions from inactive accounts?
Established Community Backer ***

You asked this Already, here: <a rel="nofollow" target="_...

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:...>
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Nobody has helped me.  Answer my questions please.  I don...

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
Established Community Backer ***

Laura, with the report on screen, scroll up and click cus...

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
Established Community Backer ***

Customize the report and on the Display tab, bottom right...

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.
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qbteachmt - Thank you so much. That worked on my report....

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.
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You're Welcome

You're Welcome
Established Community Backer ***

Yes, I explained how to do this with QB Desktop PC, which...

Yes, I explained how to do this with QB Desktop PC, which is different than QB Online. Glad to help.
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Re: You can not delete an inactive account if an inactive acc...

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. 

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Re: You can not delete an inactive account if an inactive acc...

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

 

QuickBooks Team

Re: You can not delete an inactive account if an inactive acc...

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.

Experienced Member

Re: Laura, with the report on screen, scroll up and click cus...

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.  

QuickBooks Team

Re: Laura, with the report on screen, scroll up and click cus...

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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