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G
gary6
December 2, 2018
Question

Can I set Reports not to show zero balance accounts?

  • December 2, 2018
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

J
JamesDuanT
December 3, 2018

Hello Gary,

 

We can customize the report to show non-zero accounts only. Let me show you how:

  1. Open the report and click the Customize button.
  2. Go to the Rows/Columns section
  3. Select Non-zero in the Show rows field.
  4. Select Active in the Show columns field.
  5. Click Run report.

I'll be right here if you need anything else or if you're referring to something different. Any additional information would much appreciated, too. Thank you in advance!

 

D
drako42
June 24, 2020

Can the accountant also make this customized balance sheet report to show non-zero?  I tried and I do not see the options your screen shot show.

Anna S
Anna S
June 24, 2020

Thanks for joining the thread, @drako42.

 

Allow me to provide some info about customizing the balance sheet in your QuickBooks Online Accountant account.

 

You can customize the balance sheet in your account using the steps provided by my colleague @JamesDuanT above. These reports are the same in QuickBooks Online and the QuickBooks Online Accountant Edition. 

 

If you don't see these customization options, I recommend opening the program in a private browser where your web information data isn't saved. Then, you can customize the balance sheet to show non-zero balances. After doing so, you'll want to clear your cache and cookies to help prevent any loading or formatting issues within QuickBooks again.

 

I'm only a post away if you have any other questions. Best wishes!

L
LeizylM
November 18, 2021

Good to see you here, ebisme. 

 

Allow me to share some information about the reports included in your subscription. 

 

Most reports are available for all QuickBooks Online  (QBO)users. However, there are only available for certain subscription levels.

 

You can check out the Reports included in your QuickBooks Online subscription article to learn more about what's available for Simple Start, Essentials, and Plus users.

 

To run reports, just follow the steps below:

 

  1. Go to the Reports menu.
  2. Use the Find report by name search bar to search for reports by name. You can also browse the list.
  3. Select the report to open it.
  4. Change the dates or add filters to the report, select Run report to apply them.

 

I've included this article to help you customize the reports to focus on the details that matter most to you. For the step-by-step guide, kindly refer to this article: Customize reports in QuickBooks Online. This article also includes details about managing and sharing your custom reports.

 

Feel free to visit our Reports page for more insights about managing and running your financial reports in QuickBooks

 

Looking forward to your reply about the QuickBooks Online Plan you're using and the contents of the report you'd wish to get. I'll be here to back you up. Have a pleasant day ahead

E
ebisme
November 18, 2021

Thanks for trying to help. I'm not asking what reports are included in the subscription level, I'm asking why on only one clients books running non zero reports isn't an option. I thought that might be based on the subscription level. What else could be causing that?

 

The option to un non-zero reports is not there when you click on customize for one client, but all others have that option. 

MJoy_D
MJoy_D
November 18, 2021

I can share some information about generating a report in QuickBooks Online (QBO), @ebisme.

 

Can you tell me more about the report that your client is trying to generate? Please take note that reports filtered by customer, vendor, or account don't have the Show non-zero or active only option or the except zero amount box.

 

If you're using the QBO Simple Start version, the said options are unavailable. That said, you'll need to upgrade either to Essential, Plus, or Advance. 

 

You can check this comparison of each version that we have. For more details, check out this article: Upgrade your QuickBooks Online subscription.

 

From here, you have the option to save the report's current customization settings. To do this, you can refer to this article for the detailed steps: Memorize reports in QuickBooks Online.

 

Let me know if you have other reporting concerns or inquiries about managing accounts in QBO. I'm just around to help. Take care always.

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