Account management

We can customize the report to exclude inactive customers and zero amounts, @AlidaR. I'm here to provide the steps to omit them.

First, we need to manually choose the active customers to exclude the inactive ones from the report:

1. Go to Reports and choose Report Center.
2. Open the Job Progress Invoices vs Estimates report.
3. Click Customize Report and choose the Filters tab.
4. In the Search Filters field, type in Name.
5. Choose Multiple names in the All names dropdown.
6. A Select Name page will pop up.
7. Put a checkmark for the active customers from the list.
8. Click OK.

Then, let's exclude the zero amounts:

1. Still on the Job Progress Invoices vs Estimates report.
2. Click Customize Report and choose the Filters tab.
3. In the Search Filters field, type in Amount.
4. Tick the greater than radio button (>=) and put 0 in the field beside it.
5. Click OK.

Additionally, you can memorize your reports for future use to save the personalization you've made.

Let us know if you have other queries about customizing your reports in QuickBooks Desktop. We'll be here to lend a hand.