Article ID: 8289

Showing Only Parent Accounts on the Balance Sheet

Take the following steps to run a Balance Sheet to only show parent accounts and hide all sub accounts:

  1. Click G/L and select Statements... to open the Statements window.
  2. Click to check the Balance Sheet box under the Statement Selection options.
    NOTE: Click to uncheck the General Ledger, Trial Balance, and Income Statement boxes if you only want to run the Balance Sheet.
  3. Enter a Balance Sheet template name in the Template box.
  4. Select Range from the G/L Account Selections box.
  5. Select First Current Asset from the Start drop-down list.
  6. Select Last Expense from the End drop-down list.
  7. Enter the period start and end dates in the Current Report Period date boxes.
    NOTE: Click Use Previous to run the report for the same dates as the last statement you ran. Click Default to run the report for the next open period.
  8. Select Output options.
  9. Click the Other tab.
  10. Click to uncheck the Print Zero Balance Accounts box.
  11. Select Show Parent Accts.
  12. Click OK to generate the report.
    NOTE: Click Yes if you get the Do you want to re-read G/L information? prompt.