Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How do I get the actual expense total on my October Budget v Actual Report to total correctly? I reviewed the formula in an excel download and it looks correct

This has been correct in past months, but is incorrect for October. I work from a custom report. I created a totally new report same problem. Emptied cache, shut down both QB and computer, restarted and got same result.
2 Comments
QuickBooks Team

How do I get the actual expense total on my October Budget v Actual Report to total correctly? I reviewed the formula in an excel download and it looks correct

Hello there, @williamhedges.

 

I can help you run and customize the reporting period of the Budget vs Accrual report to October to see the actual expense total.

 

Here's how:

  1. Click Reports.
  2. On the search field, enter Budget vs Actual.
  3. Go to the Report period field and customize the date (from October first to thirty-first).
  4. Click Run report to refresh the information.

However, if the issue persists, I recommend contacting our Tech Support team to investigate it further. They have tools their like share screen and ask for screenshots if it needs to be escalated to our engineers. Please know that our phone and chat team is available from Mondays to Fridays, from 6 AM to 6 PM.

 

Here's how you can reach us:

  1. Go to Help and then click Contact Us.
  2. Enter a brief description and then select Let's talk.
  3. Choose to Start messaging or Get a callback.

 

To know more about customizing report, please check this article: How to customize QBO reports. It includes how to share custom reports via email.

 

Keep me posted if you have additional questions about reports. I'm still here to help you further. Have a safe day ahead!

Level 1

How do I get the actual expense total on my October Budget v Actual Report to total correctly? I reviewed the formula in an excel download and it looks correct

Thanks I tried a new, non-customized report and got the same results. I will contact tech support for further assistance. I appreciate your quick response. Thanks again.

Need to get in touch?

Contact us