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servalstudios
Level 3

Best way to create a budget vs actual report by class on one or two sheets for board.

I have a gallery that budgets by exhibit, then other things are separate like operations, staff etc.  The Quickbooks budget system is too complicated to produce a 2-3 page report for a board that shows budget vs actual.  

 

I looked at some of the other apps that integrate, but not sure what to use.

4 Comments 4
AileneA
QuickBooks Team

Best way to create a budget vs actual report by class on one or two sheets for board.

I am here to help you run a report easily, servalstudios. We can customize this Budget vs. Actuals report to show only the transaction you'd like to appear in your report.  

 

Here's how to do it: 

 

  1. Go to Report menu. 
  2. In the search bar, type in the Budgets vs Actuals
  3. You can customize the report based on the data you need to display.
  4. Click Run report once done.  

 

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Though, you can also create and import budget into QuickBooks Online. See this article for more information on how to use the Budget vs. Actual report: Create and import budgets into QuickBooks Online.  

 

 Your knowledge of the report would give you more opportunities on how to manage or customize the displayed data. 

 

 Also, regarding the specific app, I can't compare which app suits your needs. However, there are a lot of apps that integrate with QuickBooks. You can refer to this link: QuickBooks third-party app.  

 

You're always welcome to post here anytime if you have other concerns. Our door is always open to help you. Have a great day and always stay safe. 

servalstudios
Level 3

Best way to create a budget vs actual report by class on one or two sheets for board.

Thanks but the budget on Quickbooks is unusable for me.   I need something easier and more customizable.

Catherine_B
QuickBooks Team

Best way to create a budget vs actual report by class on one or two sheets for board.

 You can choose from our supported third-party apps, servalstudios. 

 

There are different apps that you can look into to check how it's being used and see how it works for other customers as well. You can click this link to be routed to our Apps Store. Enter budget in the search field and all apps related to it will show on the results.

 

You can click each app to have an overview of it and click the Review tab to see other customer's feedback. If you want to subscribe to the app, just click Get app now at the upper-right.

 

If you need more help with managing your budgets, you can use this reference: Create and import budgets into QuickBooks Online.

 

Always know that your feedback is a way of how we can improve our software more. Please don't hesitate to leave a reply or post again if you need more help. Take care!

servalstudios
Level 3

Best way to create a budget vs actual report by class on one or two sheets for board.

Yes thanks I know.. that is why i posted my question. 

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