Thank you for following up on this thread, ANO1.
Maintaining well-organized accounts is crucial for maintaining accurate financial records and facilitating seamless tracking of transactions. We'll have to deactivate the accounts that have zero balances and make the necessary modifications to the budget report to address this matter. Let's work together to accomplish these tasks.
To inactivate the accounts:
- In your company, head to the Lists menu and select Chart of Accounts.
- Right-click on the account you're working on and choose Edit Account.
- Tick the Account is inactive box.
- Click the Save & Close button for changes to take effect.
- Perform the same steps for the remaining categories you wish to inactivate.
To modify the budget:
- Go to the Company menu at the top bar to choose Planning & Budgeting and Set Up Budgets.
- On the Budget page, click the drop-down arrow and select which budget you wish to edit.
- Remove the amounts for the accounts you're working on
- Press the Save and OK button.
Explore this article to gain insights into the process: Add, edit, or delete accounts in QuickBooks Desktop. It includes instructions to set up account numbers for each category and add sub-accounts.
After performing these steps, inactive the accounts again and run your Budget Overview report. To maintain the same settings on the report, refer to this article for further guidance: Create, access, and modify memorized reports.
We have a collection of articles that can assist users in consolidating data from multiple worksheets, along with tips on customizing financial reports to suit individual preferences and requirements. Feel free to review each link for detailed instructions:
I'm only a few clicks away if you have additional questions about keeping your budget reports organized or if you need further assistance navigating through QuickBooks. I'll be more than happy to assist you further. Take care always. ANO1.
