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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 01-10-2019

Accepted Solutions
QuickBooks Team

Re: 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.

2 Comments
QuickBooks Team

Re: 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.

Frequent Explorer *

Re: Budget reports

Thanks for the help!!