Solved
Balance Sheet Report
- April 5, 2022
- 1 reply
- 32 views
Hello, Lhorie27.
I'll share additional steps to remove deleted accounts from the Balance Sheet report in QuickBooks Online.
QuickBooks automatically creates a journal entry when you make an account with a balance inactive. The remaining balance gets transferred to another account. Thus, changing the setting to non-zero will keep the deleted accounts visible since the existing transactions on that account will remain to ensure your books stay balanced.
You can merge the deleted account with the other account as a workaround to remove it. I'll show you how to do it.
You may also export your report as an Excel spreadsheet. From there, you can customize and manually remove those inactive accounts.
In addition, you can review this article to learn about changing the layout and how to filter it to see only the information that matters to you: Customize reports in QuickBooks Online.
Just click the Reply button below if you need further assistance with running reports. The Community and I will be here to help you.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.