Balance Sheet Report

Lhorie27 · ‎April 04, 2022

Hi!

I would like to ask if there is a way that this deleted account ( see the attached file ) can be hidden or disappear in the reports like Balance Sheets? Thank you.

Giovann_G · ‎April 12, 2022

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.

Go to the Accounting menu, then Chart of Accounts.
Select the small Gear icon, then mark Include inactive.
Find the account you want to reactivate, then select Make Active.
Locate the account you just made active. Click the Report dropdown, then choose Edit.
Update the account name.
Hit Save and Close, then Yes when you get the prompt asking if you want to merge the account.

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.

View solution in original post

RenjolynC · ‎April 05, 2022

Good day and thank you for adding a screenshot, Lhorie27.

Yes, we have a way on how you can stop these deleted accounts from showing on your Balance Sheet report. You can either do it temporarily or completely remove the accounts.

To remove the deleted accounts temporarily, please take note of the following:

This feature is not available in QuickBooks Online Simple Start.
This report option removes all active and deleted zero-balance accounts.

Then, follow these steps:

Go to Reports on the left panel, and click the Balance Sheet report.
Select the Customize button located at the top left.
Scroll down to Rows/Columns, then set Show non-zero or active only rows to non-zero.
Hit Run Report.

If you decide to completely remove the account, you'll have to make it active, then merge the account into another account. You can find the step by step instructions in this article: Remove deleted accounts from reports.

For more tips on how you can customize and see the different reports included in your subscription, please check out these links:

We're always available whenever you need more help with your QuickBooks Online account. Just leave a reply below, and we'll get back to you as soon as we can. Have a good day ahead!

Lhorie27 · ‎April 12, 2022

Hi @RenjolynC,

I followed the steps but still, the deleted accounts appear in the Balance Sheet Report.

Giovann_G · ‎April 12, 2022

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.

Go to the Accounting menu, then Chart of Accounts.
Select the small Gear icon, then mark Include inactive.
Find the account you want to reactivate, then select Make Active.
Locate the account you just made active. Click the Report dropdown, then choose Edit.
Update the account name.
Hit Save and Close, then Yes when you get the prompt asking if you want to merge the account.

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.

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