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How to include all accounts in your reports
How to include all accounts in your reports

Learn how to include all accounts in your P&L and Balance Sheet reports

Lasse Kalkar avatar
Written by Lasse Kalkar
Updated over a week ago

How to import a Profit & Loss or Balance Sheet report while including all your accounts?

  1. Open LiveFlow and select a Profit & Loss or Balance Sheet report

  2. Click on the Choose accounts to include dropdown

  3. Now, select between your three options:

    1. Include only accounts with a balance for the period

    2. Include all accounts, including deleted ones, with a balance for the period

    3. Include all accounts, including all the deleted ones

Will this include new accounts that are added after the report set up?

Yes! Here's how to enable it:

  1. Head over to Manage Reports

  2. Select your existing report

  3. Set the Choose accounts to include setting to either All in-use or All

  4. Click Update & Refresh, and your report will now be updated.

All your accounts will now be included, and if you create new accounts in QuickBooks they'll be included in your report automatically.

Can I create a report with all accounts (including deleted) that have balances but not show the deleted accounts that have no balances?

Yes! All you have to do is to use the “All in-use” option when Choosing which accounts to include.

Got feedback on how we can improve? Ping us at help@liveflow.io, and we'll be in touch!

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