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Level 1

I need a budget vs actual by job report in QB online. Can anyone help?

The general report "Budget vs. Actual" does not give me the option of including the customer/job field under customization. The fields are extremely limited.
5 Comments
QuickBooks Team

I need a budget vs actual by job report in QB online. Can anyone help?

Thanks for reaching out to the Community about this, CassidyScott.
 

I can certainly see how an option for including a Customer and/or Job field could be useful. I've submitted a suggestion about this to our developers.
 

You also have the ability to send feature requests while signed in.
 

Here's how:

  1. Use your Gear (⚙️) icon.
  2. Click Feedback.
  3. Enter your suggestions and/or comments.
  4. Press Next.
  5. Choose Skip and send message.
  6. The available drop-down menu can be used to pick an appropriate category.
  7. Select Send message.


Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development Team and considered in future updates. Product suggestions can be tracked through our Customer Feedback website.
 

If there's any additional questions, I'm just a post away. Have a lovely day!

Level 1

I need a budget vs actual by job report in QB online. Can anyone help?

You didn't answer my questions at all actually, so I'm assuming that is a NO, this feature and report is not available.  I wasn't giving you a recommendation for the software, I was inquiring about a report.  Your reply was not helpful at all.  I still need the report.

QuickBooks Team

I need a budget vs actual by job report in QB online. Can anyone help?

Hello there, @CassidyScott.

 

You'd want to subdivide the budget by customer when creating it in QuickBooks. This way, you'd be able to include a specific customer and/or job in customizing the Budget vs Actual report. I can guide you on how to do it.

 

Let's start by creating the budget. You can follow these steps:

  1. Go to the Gear icon.
  2. Choose Budgeting.
  3. Click the Add Budget button.
  4. Enter the Budget name.
  5. Set the Fiscal Year and Interval.
  6. Choose whether you'd like to Pre-fill data on the report base on last year's financial data or manually enter a new one.
  7. From the Subdivide by drop-down, select Customer.
  8. Pick All from the Add subdivided budget for drop-down.
  9. Assign a budget for each of your customers. 
  10. Click Save and Close.

Once completed, you can generate and customize your Budget vs Actual report.  

 

I'm adding these articles to help you manage your budgets in QuickBooks:

Keep me posted if you have other questions about generating and customizing reports n QuickBooks. I'm just a few clicks away.

Level 1

I need a budget vs actual by job report in QB online. Can anyone help?

I am referring to a job/project budget, which is entered into QBO as an "estimate", not a company wide budget for the entire organization.  This is for job costing and I'm trying to run an actuals vs budget report of what was budgeted for each line on a specific job and if we are over/under.  Again, in QB Desktop these reports were standard and for some reason are inaccessible in the QB Online version.  We migrated all of our dated from Enterprise Desktop to Online and the reporting features in this version are pretty much useless!!!  Every custom report created using filters, comes up blank with no data....which is obviously incorrect.

Moderator

I need a budget vs actual by job report in QB online. Can anyone help?

Thank you for the additional details, CassidyScott.

 

QuickBooks Desktop and QuickBooks Online have different types of reports available. There are reports you can run in QBDT that are not available in QBO.

 

The project reports available in QBO are Project profitability, Time cost by employee or vendor, and Unbilled Time and Expenses. To access these:

  1. Click Projects on the left pane.
  2. Click a project to open.
  3. Select the Project Reports tab.

I'll be around if you have any follow-up questions or other concerns. We're always here to help.

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