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amandaswan
Level 1

Budget Vs Actual report by Project/Customer

I have a client requesting a Budget vs Actuals report for sales only, but listed by Project/Customer.

They only use one Sales account to track income on their budgets and P&L.

I know this report is possible in it's current format - but they want it formatted similar to the Estimates & Progress Invoicing Summary Report.

 

They currently are on a Plus subscription, but am not sure if an Advanced subscription would give them what they want on a customizable report.

I've created an example of what is requested

I'm not opposed to apps that can make this happen either.

 

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1 Comment 1
Michael K
Moderator

Budget Vs Actual report by Project/Customer

Hey, @amandaswan.

 

Happy to help out with your question on customizing reports. At the moment, this customization option for the Budget vs Actual report isn't available. I recommend checking out our Apps Marketplace for possible integrations that may offer a solution.

 

I also noticed that this is your first post in the Community, so I'd like to provide an additional resource that you may find interesting. We have a Business Discussions section jam-packed with other business owners with topics on business advice and QuickBooks tips and tricks. We'd love to hear from you!

 

If you have any other questions, I'm just a reply away. Remember, we're always here to help. Hope you have a great weekend.

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