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Robert0618
February 24, 2022
Question

how can I get zero balances to drop off reports

  • February 24, 2022
  • 2 replies
  • 0 views

My reports show zero balances after a customer balance is zero.  The zero's don't ever drop off so my reports are getting ridiculously long.  I've called support and nobody can help.  I think it may be the version of QB's that I have.

2 replies

C
ChristieAnn 11
February 24, 2022

Hi there, Robert0618.

 

Thank you for visiting the QuickBooks Community. I'll be sharing details on how reports work in QuickBooks Online. Then, to ensure you'll be able to drop off or remove the zero on the page.

 

QuickBooks Online has the option to customize your reports. Filter them to appear specific accounts or customers, or format the layout so the right data shows up. That said, you use the said feature so you'll be able to set the report to Except zero amount and Show non-zero. This way, the zero's will drop off so your report shows accuracy.

 

Here's how:

 

  1. Click the Reports menu on the left panel.
  2. Choose the particular report in the search bar.
  3. Click the Customize button.
  4. Checkmark the Except zero amount box. Then, choose Non-zero on the Show non-zero or active only drop-down arrow.
  5. Click Run report.

 

However, if you're unable to see the option for Except zero amount and Non-zero on the report you've pulled up, you can remove the Open Balance column on the report. To do this, you can click the small gear icon beside the Export option and uncheck the Open Balance box. Then, click the Run Report button.

 

 

Additionally, you can also export the report to Excel and customize it from there. For further details on how the customizing report works in QuickBooks Online, you may open this article: Customize reports in QuickBooks Online.

 

Lastly, you may refer to this article to see a table list that contains different reports that are available for your version of QuickBooks Online: Reports included in your QuickBooks Online subscription.

 

Please know that you're always welcome to post any questions you have in this space or additional concerns with managing reports in QBO. Have a great day ahead.

R
Robert0618Author
February 25, 2022

Thank you for this information. However I find that whenever I try the things suggested, my version of QB's does not have these options available. Is my only option to upgrade to a different version? I have QB Silver Edition with hosting.  I purchased this less than year ago and didn't think I'd have to upgrade to get my reports to print without zero balances and month old items still on them.  What can you suggest?

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Rea_M
February 25, 2022

I appreciate you for getting back to us, @Robert0618. I'm here to further guide you as to how you can get your reports to print without zero balances using QuickBooks Desktop (QBDT).

 

Yes, you're correct. You don't need to upgrade to get the reporting data you need with the current QuickBooks version you have. With QBDT, you can filter your reports (i.e., Sales and Customers & Receivables) not to show the zero customer balances by selecting either the In Use (for Detailed) or Non-zero (for Summary) option. To do this, here's how:

 

  1. Go to the Reports menu.
  2. Choose the report you need.
  3. On the report's window, select the Customize Report button.
  4. In the Display tab, click the Advanced button.
  5. Select In Use (for Detailed) or Non-zero (for Summary) and click OK.
  6. Click OK. 

 

Once you're done, you can memorize the reports  if you want the same settings of the customized data to be available for future use. Please refer to this article for the complete details: Create, access and modify memorized reports.

 

Also, to see the complete list of available reports that QBDT offers and how it generates them, I'd recommend checking out this article: Understand reports.

 

Let me know in the comments if you have other reporting concerns and questions about managing transactions in QBDT. I'll gladly help. Take care, and I wish you continued success, @Robert0618. 

L
Lhayden
August 8, 2023

Hello, I was wondering if there is a way to get the zero balances off a report if using Quickbooks 2022 Desktop version?  It seems that it should be possible but I see no option to exclude the zero balances.  Thanks.  Laura Hayden

C
CharleneMaeF
August 8, 2023

I understand the importance of excluding zero balances, Laura., Laura.

 

Before providing steps to filter the data, may I know what specific report you'd like to run in QuickBooks Desktop? Adding additional details will help us share accurate solutions to achieve this. A screenshot would be a great help too.

 

I'll keep an eye on your responses. I want to ensure this gets fixed.

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