Thank you for joining this thread, @TMR2. I'm here to help you customize the financial statements reports in QuickBooks Online (QBO).
I know how important for you to exclude zero amounts on your report. Right now, the Balance Sheet report doesn't have the option to exclude inactive accounts. If you inactivate the accounts, the balances in the Balance sheet will still remain. You'll need to delete the transactions on the account manually.
You can instead export your report to Excel if you wish to run a Transaction report. From there, you can export the report to Excel and make the necessary changes from there.
Here's how:
- Go to the Report menu.
- Select the specific report that you want to run.
- Click the Export icon, then choose Export to Excel.
- Save the file somewhere you can easily find it.
Check out this article for more details: Export your reports to Excel from QuickBooks Online.
To know more about how you can change and personalize your reports, please head to our Customize Reports page.
Also, QBO makes it easy to export, print, and send your reports. Check this article to know more details: Run reports in QuickBooks Online.
Let me know if you need additional assistance in accessing your reports in QuickBooks. I'm always around to help you achieve your goal. Have a great day ahead.
