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September 14, 2021
Question

Budget Overview Report - Inactive Account showing

  • September 14, 2021
  • 2 replies
  • 0 views

Our Fiscal Year started Sept 1, 2021. After I built our budget and made some expense accounts inactive, I ran a Budget Overview Report. There are 2 expense accounts that are inactive on my COA list however they are showing up in my BO Report and affecting my Total Expense Budget amount. Could you please tell me how to remove the 2 accounts that are showing up in my report and affecting my total budget amount?

Thank you,  

2 replies

September 14, 2021

Let me get you back on track, @New Life E Free.

 

An inactive account will show on the Budget Overview report if it contains transactions for that period. To verify this, you can review your Chart of Accounts. I'll guide you on how.

 

1. Go to the Lists menu and then select Chart of Accounts.

2. Put a check in the Include inactive box.

3. Double-click the inactive account to open.

 

Once you've seen the transactions, you can either delete them or change the account it is associated with. Then, recreate the report and check if you can still see the inactive accounts.

 

If the inactive account has a zero balance, you can customize the report to exclude the zero balance accounts. 

 

Here's how:

 

1. On the report's page, click Customize Report at the upper right of the page.

2. Select the Fonts & Numbers tab.

3. Put a checkmark in the Except Zero Amounts box. 

4. Click OK

 

Also, I've got some helpful articles for you to check out about Chart of Accounts and customizing a report:

 

• Understand the QuickBooks Chart of Accounts

• Customize reports in QuickBooks Desktop

 

You can count on me if you need more help with managing your reports in QuickBooks. Have a good one.

September 16, 2021

Hi, @New Life E Free.

Hope you're doing great. I wanted to see how everything is going about the inactive account show up in the Budget Overview report you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

September 16, 2021

Thank you for all your help, I believe all has been resolve. : ) 

December 29, 2023

Did you create your budget from scratch, or elect to populate your budget from historical data? There is a Bug that will bring in inactive accounts into your budget reports if you created your budget using previous data. I recovered everything from backup...started new...and entered budget data from scratch. Ran the report and it was clean, with no inactive accounts. .