Hello,
We had to add a new bank account because of fraud on the old one. This was about 1 1/2 years ago. When I open my balance sheet the old account shows and if I customize the report, to exclude the old bank account, a ton of the accounts on the balance sheet disappear.
Does this mean those accounts are only attached the old defunct account? Is there a way to fix this if so? Or do I just include the old account on the balance sheet forever?
Thanks!
Solved! Go to Solution.
Hello there, Detroit313.
Based on the information provided, it looks like the accounts that disappeared are sub-accounts of the old or main account. When customizing the Balance Sheet report, you'll have to manually select the sub-accounts so they'll show up.
Here's how:
This reference covers all the basic information you need to learn about reports: Customize reports in QuickBooks Desktop. It includes some links to the tasks you can do using the feature.
In addition, the following link provides a list of topics that will guide you on how to handle any accounting processes in QuickBooks Desktop (QBDT) such as banking, managing your cash flow, and reports, to name a few: Self-help articles.
Keep in touch if you need further information about customizing reports or other QuickBooks concerns. I'd be delighted to answer them. Have a good day.
Hello there, Detroit313.
Based on the information provided, it looks like the accounts that disappeared are sub-accounts of the old or main account. When customizing the Balance Sheet report, you'll have to manually select the sub-accounts so they'll show up.
Here's how:
This reference covers all the basic information you need to learn about reports: Customize reports in QuickBooks Desktop. It includes some links to the tasks you can do using the feature.
In addition, the following link provides a list of topics that will guide you on how to handle any accounting processes in QuickBooks Desktop (QBDT) such as banking, managing your cash flow, and reports, to name a few: Self-help articles.
Keep in touch if you need further information about customizing reports or other QuickBooks concerns. I'd be delighted to answer them. Have a good day.
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