Level 1

In Quickbooks Desktop, I can set Reports to not show zero balance accounts. How do I do that in Quickbooks Online, simple start?

 
Moderator

Account management

Hello there, lanierhoa.

 

The reports in QuickBooks Online (simple start) generates all active accounts and their balances even it has a zero balance. Instead of customizing it, we can export the report to Excel and make and some changes or correct it to your desired data. Let me show you how:

  1. Go to Reports on the left panel.
  2. In the search field, enter the report name.
  3. Click the Upwards arrow. Then, select Export to Excel.

To learn about saving a report that you have currently modified, you can check this article to know on how you can do it: Memorize reports in QuickBooks Online.

 

Let me know if you have other questions. I'm always here to help you. Take care always and stay healthy.