Anna S
QuickBooks Team

Account management

Thanks for joining the thread, @rhmicp.

 

I'm happy to help you customize a report, but I have a couple of questions I need you to clarify first.

 

  • Which report are you running?
  • Can you provide a screenshot of the report customization details?

 

By answering the questions, I can help determine what's going on and provide the steps to help. However, the filters in a basic Balance Sheet Detail report aren't going to include the option to filter for All, Active, and Inactive. The reason being is the report calculates how much your business is worth by subtracting all the money your company owes from everything it owns. This means the filter option for customers isn't available due to the way the report calculates. You may find this article that explains a balance sheet report useful if you need more information.

 

Please don't hesitate to touch base with me here if you need any additional assistance. I look forward to hearing from you again.