Why does spreadsheet sync for trial balance exclude inactive accounts with balances in the period covered in the report?

Hi there, JC. 

I know how this mismatch might cause some confusion or inconvenience. Let me clarify this for you.

Currently, Spreadsheet Sync is designed to exclude inactive accounts by default, regardless of the "Show All Accounts" checkbox. This ensures the report focuses on active accounts.

That said, once an account is marked as inactive, it should no longer post balances in the report. Please see the  sample screenshot:



Since inactive accounts were included and Spreadsheet Sync exclude them from its export, this may result in discrepancies in the total debits and credits.

There’s no direct option to include inactive accounts in Spreadsheet Sync.  If you’d like to ensure correct totals in your export, you’ll need to exclude inactive accounts from the covered period in the report before importing it into Spreadsheet Sync.
 

However, if you'd like to include those accounts, you'll have to reactivate them. You can create the necessary entries to move the amount back to the reactivated account. Please consult your accountant to ensure accuracy.

Otherwise, If you mean accounts with balances showing on the report, it’s possible that the account was not fully marked inactive, so it should be included in your spreadsheet. 

Please leave us a response if you have other questions or concerns.