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Detroit Design
Level 2

Budget reports

I've entered a budget for each department, how can I run a budget report that combines all the departments into one report?

Solved
Best answer January 10, 2019

Best Answers
Alessandra_B
QuickBooks Team

Budget reports

Hi @Detroit Design,

 

You can pull up and customize the Budget vs. Actuals report to summarize your budget by department. Let me guide you how:

  1. On the left panel, click on Reports.
  2. Look for Budget vs. Actuals in the search box.
  3. On the upper right part of the report, click on Customize.
  4. Under the Rows/Column drop-down, click on Location vs Classes (or Accounts vs Location, depending on the category you're using) under Show Grid.
  5. Click on Run Report.

Then, click on Save Customization. This way, you won't have a hard time customizing the report every time you pull it up.

 

Feel free read this article for more information on budgets: How to Create, Edit, and Manage Budgets?

 

Leave a comment below if you need help with anything else. I'll be here to assist you.

View solution in original post

4 Comments
Alessandra_B
QuickBooks Team

Budget reports

Hi @Detroit Design,

 

You can pull up and customize the Budget vs. Actuals report to summarize your budget by department. Let me guide you how:

  1. On the left panel, click on Reports.
  2. Look for Budget vs. Actuals in the search box.
  3. On the upper right part of the report, click on Customize.
  4. Under the Rows/Column drop-down, click on Location vs Classes (or Accounts vs Location, depending on the category you're using) under Show Grid.
  5. Click on Run Report.

Then, click on Save Customization. This way, you won't have a hard time customizing the report every time you pull it up.

 

Feel free read this article for more information on budgets: How to Create, Edit, and Manage Budgets?

 

Leave a comment below if you need help with anything else. I'll be here to assist you.

View solution in original post

Detroit Design
Level 2

Budget reports

Thanks for the help!!

Maelynn Lewis
Level 1

Budget reports

Thank you for your answer.

 

We are a new QB Online Plus user. Under customization, rows/columns, show grid, class is not an option. Is there a previous step I should be aware of?

DivinaMercy_N
QuickBooks Team

Budget reports

Thanks for joining this thread, @Maelynn Lewis.

 

Let's perform some browser troubleshooting steps so you can see those options. To start, access your QuickBooks Online (QBO) company using a private browser. Private mode prevents storing cache and cookies that might cause problems when running websites.

 

Here are the shortcut keys you can use:

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox and Microsoft Edge: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

Once signed in, follow the steps provided by, Alessandra_B to pull up and customize the Budget vs. Actuals report. budget3.JPG

 

Note: If there's no selected location when you created the budget, you can't see the option for Accounts vs. Locations on the report.

 

If this works, go back to your regular browser and clear the cache. This will remove the stored cache or cookies to refresh your browser. If the same thing happens, use another supported browser. It could be that the one you're currently using has a temporary issue with QuickBooks. 

 

To know more about class tracking, please visit this article: Get started with class tracking in QuickBooks Online

 

Here's a great source where you can find articles that can help you in managing your books in QuickBooks, please visit our QBO help articles page. This includes topics such as reconciliation, track income, and expenses, run reports, etc.


You can always get back here if you have other concerns or questions about customizing your reports in QBO. I'll be here to help you. Stay safe.

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