I need my budget vs. actual report to show only main classes, but show totals for subclasses underneath them.

Thanks for reaching out to us in the Community, @sharicn.
 

I appreciate the steps you've done and for providing the complete details of your concern. I'm here to help make sure that you'll get the report that you need in QuickBooks Desktop (QBDT) 2019.

I tried this on my test account for both version of QBDT, but I'm getting the same results for the Budget v.s Actual report. To ensure that I'm on the same page, could you please provide me with a screenshot of the reports on both versions? This will help me deliver the best information for you.

Just in case, you can check out this article for future reference: Create a budget or forecast in QuickBooks Desktop.

I'll be on the lookout for your response and look forward to providing further assistance. Have a good one!

Hello again, sharicn.

I just want to follow-up on you about this. Are you still having the same issue? If so, let's run the QuickBooks built-in diagnostic and repair tools called rebuild and verify data utilities. These tools comb through, repair, and notify you of data damage within the file.

Here's how:

1. Go to File, then select Utilities and Rebuild Data.
2. Choose OK. Follow the prompts to save a backup.
3. Click OK when you see Rebuild has completed.
4. Now, go back to File, then Utilities and select Verify Data this time.
5. Should the Verify find an issue with your data, you will be prompted to Rebuild Now or View Errors. Choose Close, then perform the steps below.
     a. Find QBWin.log or QuickBooks.log files.
     b. Check the log file.
     c. Scroll all the way to the bottom for the most recent Verify information.
     d. Find the line that contains the LVL_ERROR, then check Top data damage errors in QuickBooks Desktop.

For your reference, you can also check out this article for further guidance: Resolve data damage on your company file. Once done, pull up the budget vs. actual report to double-check.

That should do it. Please let me know how it goes in the comment section. I'm always here to help. Wishing you all the best!

I too have this problem and no one at Customer Support or in this Forum have been able to help.  I do not want to select all classes and export into Excel and then hide all the subclasses to see the parent class total.

There has to be an answer or a different product that to use.  

Can someone help answer?  Is QB Premier 2019 not capable? If not, what product is?

Kim

Hello, @kimkelly.

Thank you for reaching out to the Community. I'd be glad to provide information about customizing the budget vs. actual report to show only the main classes with subclasses underneath them.

At this time, QuickBooks Desktop doesn't offer this feature. However, I will submit feedback to our Product Development Team for them to further review and consider this an option soon. 

For now, you can follow our Community Blog for future QuickBooks updates and new releases.

If you have any more questions or concerns, please don't hesitate to comment below. Have a safe and productive weekend!

Well if not QB Premier 2019 for Desktop, what product is capable in the QB options?