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May 6, 2023
Question

When I run a budget vs actual report and exclude my Depreciation expense accounts, it does not pick up all of the inactive accounts on the report, only some of them.

  • May 6, 2023
  • 1 reply
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1 reply

May 6, 2023

Hi there, jerryp0209.

 

Thank you for visiting the QuickBooks Community. I'll share details on how inactive accounts work in QuickBooks. I'll also ensure you can run the Budget vs. Actual report with the information you need and smoothly. 

 

Please know that when you run reports, you’ll still see inactive accounts and their transactions. However, the inactive accounts that appear on the report are determined by the last date recorded entries associated with the deleted account in QuickBooks.

 

I recommend running the Budget vs. Actual report with the correct or particular date range to guarantee all inactive accounts and data display accurately.

 

Here's how:

 

  1. Click the Reports menu on the left panel.
  2. Choose Budget vs. Actual on the search field.
  3. Go to the Report period drop-down arrow and choose the correct date. 
  4. Click the Run report.

 

Once done, you can open this article to see extra details on how you can personalise your report and focus on the details that you want to view: Customise reports in QuickBooks Online. This also provides information on how you can export a custom report in Excel or PDF format.

 

Please keep in touch if there's anything else I can do to help you manage your inactive accounts or reports in QBO. I've got your back. Have a great day and be safe, jerryp0209.