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C
christine-invest
March 24, 2023
Question

In the budget versus actual report in the Budgeting menu, how can I hide the accounts that are not active anymore ?

  • March 24, 2023
  • 1 reply
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1 reply

T
Trish_T
March 24, 2023

Hi christine-invest,

 

It's a pleasure to see you here.  QuickBooks Online Reports provide specific customizations, so you can review what matters most, at a glance.  I'd be glad to help!

 

To remove accounts from your reports, that are no longer used in your books, you can make them inactive.  Here's how;

 

1. Open your Settings ⚙ and select Chart of accounts

2. Locate the account in your list

3. Click on the ▼ dropdown in the Action column and select Make inactive

To hide several accounts, you can do it in one step, by selecting all of the accounts, then click on the Batch actions ▼ and Make inactive.

You're all set and ready to run your reports!

 

Please don't hesitate to reach out again with other questions.  We'd be happy to assist!

C
christine-investAuthor
March 24, 2023

Hello

My accounts are inactive in the chart of accounts but they do appear in my budget versus actual report
Is it because I have amounts in those inactive accounts?
We made some changes into our chart of accounts and I made some journal entries to reduce the balances of those inactives accounts at zero.
As of today, the balance of all my inactive accounts are at zero balance when we cumulative Jan+Feb+March results  but not month by month.
 
 
T
Trish_T
March 24, 2023

Hi christine-invest,

 

Thanks for getting back to us here.  To show active accounts only, in your Budget vs. Actuals report, follow these steps;

 

1. In the top right of the report, select Customize

2. Choose the Budget and Report period

3. Select the Accounting method

4. Click on Rows/Columns

5. Under Show non-zero or active only, use the ▼ dropdown menu to select Active or Non-zero for your Rows and Columns

6. Open the Filter

7. For the Account, use the ▼ dropdown menu and select the associated accounts for the report

8. Hit Run report

 

Should you require additional assistance, please don't hesitate to contact us.  We'd enjoy the opportunity to work with you in real time and ensure you're able to accomplish your QuickBooks goals as soon as possible!


Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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