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Brandi8
March 10, 2021
Question

Showing all active accounts on P&L even if they have a zero balance.

  • March 10, 2021
  • 2 replies
  • 0 views

Is it possible to list all the active accounts on a P&L even if they have a zero balance? I can't seem to figure this out, yet maybe it isn't possible.

 

Thank you!!

    2 replies

    R
    Rea_M
    March 11, 2021

    You'll have to customize the Profit and Loss report to show all active accounts, @Brandi8. I'm here to guide you how.

     

    You're able to customize your financial reports in QuickBooks Online. With this, you can show specific accounts and all other data you need. To show all active accounts, here's how:

    1. Go to the Reports menu.
    2. Pull up the Profit and Loss report.
    3. Click  the Customize button.
    4. Set the report date in the Report period field.
    5. Go to the Rows/Columns section. Then, select the All option in the Show non-zero or active only drop-down.
    6. In the Filter section, choose All in the Distribution Account field.
    7. Click Run report.

     

    I've attached a screenshot below that shows the last four steps.

     

    After that, you'll 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. It also includes steps on how to set a schedule and email information for a memorized report or group.

     

    Also, I'm adding this article to know more about running financial reports in QBO: Run reports in QuickBooks Online. It contains steps on how to print, email, and export reports, and articles related to running reports in QuickBooks.

     

    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.

    B
    Brandi8Author
    March 11, 2021

    Thank you very much for the quick response. I have followed those steps, yet when I do this I also see any deleted accounts that we have done. Is there a way to only show active accounts?

     

     

    Thank you,

    Brandi

    M
    Mich_S
    March 11, 2021

    Greetings, @Brandi8.

     

    Thank you for posting in the Community. Let me help you in customizing your Profit and Loss report.

     

    You'll need to use the Active Only filter to view all the active accounts in the said report.

    Here's how:

     

    1. Select Reports, from the left pane. 
    2. Open the Profit and Loss report, then click Customize.
    3. Go to the Rows/Columns section, then select Non-zero in the Show rows field.
    4. Select Active-Only in the Show columns field.
    5. Click Run report.

    See manage and automate custom reports for additional reference.

     

    Keep in touch if you have any other concerns. Enjoy the rest of the week!

    K
    KeeperOfTheBook
    June 5, 2022

    This is not possible in desktop and apparently not in online, and it is because of a design screw up.

     

    There should have been 2 INDEPENDENT settings for displaying rows:

    • only active accounts / all accounts
    • non-zero amounts / all amounts

    This gives 4 possibilities.

     

    Unfortunately, the Quickbooks designers conflated those 2 and provide 1 settings with only 3 options. The option all of us want to use - only active accounts + all amounts - is the option they left out.

      B
      Bill Mc
      September 2, 2022

      Same problem,

       

      Simple solution is to have an option to show all active accounts / include zero.  Thus not showing non active accounts

       

      This is really frustrating for something that should be so simple.

       

      Bill

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