Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
I have a lot of accounts with zero balances, how can I filter them so they don't show up when viewing the Chart of Accounts?
Hi there, Clean Phil.
One of the great things QuickBooks offer is the ability to let you organize your transactions based on your preference. And I can show you how to do this in your Chart of Accounts.
You can opt to make these accounts with zero balances inactive. This way, they’ll be hidden from your Chart of Accounts list. Though you won’t see them, the transactions you’ve entered will remain part of your company data.
Here’s how :
In case you want to restore some of them in future, refer to these steps:
Please note that there are accounts created by the program depending on your company setup which you cannot delete. To learn more about how they work, check out this article:
Delete special and default accounts in the Chart of Accounts
You can also bookmark this article for future reference:
Delete or make an account inactive
You should now be able to filter and organize your Chart of Accounts.
If you have questions with the process, feel free to let me know. I’ll be around.
Hi there @Clean Phil:
Vivien's answer was great. Doing that will remove them from your COA list.
If you are trying to not have them be viewed on a P&L, you can click customize and filter to only show accounts with balances.
But if you delete the accounts as suggested, be sure to view a P&L so that you don't show the word deleted on financial statements. If you used it in 2018 and delete the account, that is how the report will show.
Lynda
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here