General Ledger Q&A: Hiding Accounts in GL Reports

July 2023    Tags: General Ledger, Reports

We have accounts we no longer use that still show on the Balance Sheet or Income Statement. Is there a way to prevent these accounts from being shown on these reports?

Accounts can be configured to not show on the Balance Sheet or Income Statement via the Chart of Accounts.

To specify an account not be shown on the Balance Sheet and/or Income Statement

1. From the Quick Launch, search for and select “Chart of Accounts.”
2. Double-click the account. (Note: If the account is not shown in the list, select the Show Inactive check box in the upper-right corner of the window.)
3. Click the Report Options tab.
4. Clear the Display on Balance Sheet or Display on Income Statement check box in the Detail Report section.
5. Clear the Display on Balance Sheet or Display on Income Statement check box in the Summary Report section.
6. Click the Save button.
7. Repeat steps 2-6 for any other accounts you want to hide. When you are finished, close the Chart of Accounts window.