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What's important about the Advanced Options window

You may see some or all of these options in the Advanced Options window.

Include

This setting affects which accounts appear in transaction detail reports.

  • Select All to include all accounts in the report, regardless of whether there was any activity in the account during the time covered by the report.

  • Select In Use to include only those accounts used during the report period.

Open Balance/Aging

This setting determines how QuickBooks calculates a customer's open balance in the aging report.

  • Select Current to show the customer's open balance as of today. All payments received through today's date are reflected in the open balances shown in the report.

  • Select As of Report Date to show the customer's open balance as of the ending date of the report. This lets you view your customers' open balances as of a date other than today. Payments received after the ending date of the report are not reflected in the open balances shown in the report.

Display Rows

These options let you exclude rows in which there was no financial activity during the time covered by the report.

Choose

To display

Active

Only rows in which some financial activity occurred. This option includes amounts of $0.00 that resulted from financial activity.

All

All rows regardless of activity or amount.

Non-zero

Only rows in which some activity occurred and which show amounts other than $0.00.

Display Columns

These options let you exclude columns in which there was no financial activity during the time covered by the report.

Choose

To display

Active

Only columns in which some financial activity occurred. This option includes amounts of $0.00 that resulted from financial activity.

All

All columns regardless of activity or amount.

Non-zero

Only columns in which some activity occurred and which show amounts other than $0.00.

Reporting Calendar

These choices determine the calendar basis of the report. You can base the report on your company's fiscal year, a standard calendar year, or an income tax year calendar.

When does a year start?

  • Fiscal Year: The reporting calendar starts from the first month of your company's fiscal year, as shown in the Company Info window. For example, if your company's fiscal year begins in July, setting the report's date range to First Fiscal Quarter displays transactions that occurred in July, August, and September.

  • Calendar Year: The reporting calendar starts from January.

  • Income Tax Year: The reporting calendar starts from the first month of your company's tax year, as shown in the Company Info window.

Show only rows and columns with budgets

This setting restricts the report so that it shows only those accounts that have budgets. Initially, the report includes all accounts.

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