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kkat
Level 1

Can I hide/ unhide journal entries on reports?

Is there a way to flip journal entries on and off? I want to compare what the balance sheet would look like if I did, or did not make certain entries. Is there a simple way to do this other than deleting out the numbers in the journal entry, and adding them back in?

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Best answer November 19, 2020

Best Answers
MadelynC
QuickBooks Team

Can I hide/ unhide journal entries on reports?

It depends on the type of report, @kkat.


Can you tell me what exact report in QuickBooks Online you’re running?


QuickBooks is designed based on the most needed functions and features to make sure your preferred settings, customization, and other components are provided. However, it varies depends on the type of reports you’ve chosen.


When running them, sorting and some filters might be similar, but they have their own differences. If you’re generating a Balance Sheet, we’re unable to control specific entries but only the accounts. Meaning,  the ability to hide/unhide the Journal Entries (JE's) is unavailable.
Capture.PNG


On the other hand, we can use the Transaction Type to hide your journal entries for a while. Just uncheck it under Filter so it won’t appear on the report page. Then mark again if you want to retrieve it. Let me show you how:

 

  1. On the Report page, click the Customize button.
  2. Under Filter, go to the Transaction Type.
  3. Put a checkmark on those events you want to show and leave the box for JE uncheck.
  4. Press Run report.
    Capture.PNG


I've got an article here that provides ways to customize your reports. This is where you can manage the details, including the layout, so preferred data will show up in the right place.


Get back to me here if you have other concerns about reports. I’ll be here anytime. Take care.

View solution in original post

1 Comment
MadelynC
QuickBooks Team

Can I hide/ unhide journal entries on reports?

It depends on the type of report, @kkat.


Can you tell me what exact report in QuickBooks Online you’re running?


QuickBooks is designed based on the most needed functions and features to make sure your preferred settings, customization, and other components are provided. However, it varies depends on the type of reports you’ve chosen.


When running them, sorting and some filters might be similar, but they have their own differences. If you’re generating a Balance Sheet, we’re unable to control specific entries but only the accounts. Meaning,  the ability to hide/unhide the Journal Entries (JE's) is unavailable.
Capture.PNG


On the other hand, we can use the Transaction Type to hide your journal entries for a while. Just uncheck it under Filter so it won’t appear on the report page. Then mark again if you want to retrieve it. Let me show you how:

 

  1. On the Report page, click the Customize button.
  2. Under Filter, go to the Transaction Type.
  3. Put a checkmark on those events you want to show and leave the box for JE uncheck.
  4. Press Run report.
    Capture.PNG


I've got an article here that provides ways to customize your reports. This is where you can manage the details, including the layout, so preferred data will show up in the right place.


Get back to me here if you have other concerns about reports. I’ll be here anytime. Take care.

View solution in original post

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