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JEAGoodman
Level 1

Budget Vs Actual Report Filter Customer Job

I'm working on a Budget Vs Actual Report to allow us to do our Condo Association's mid-year review against budget.

 

Our plumbing line is misleadingly off because there were plumbing jobs that were charged to individual residents because the plumber charged the community and those costs were marked with a Billable Customer Job to each respective resident. So while those items were paid for by the community originally, they were reimbursed by the resident.

 

Is there a way to filter them out or did I enter the charges incorrectly?

1 Comment 1
JonpriL
Moderator

Budget Vs Actual Report Filter Customer Job

Hello @JEAGoodman,

 

As of the moment, there isn't an option to filter out a customer in you Budget vs, Actual report. You're on the right track in marking them as billable and you can check by drilling down your transactions. You can read through this article to learn more: Customize company and financial reports.

 

Lastly, here's a few articles you can read for ideas to help manage your reports and related tasks: Reports and Accounting for QuickBooks Desktop.

 

Keep me posted in the comments if you have any other questions. I'll be here to help.

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