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HAEB
Level 1

Can I create a budget vs actuals report for an individual class in online advances

I use classes and need to be able to generate an individual budget vs actuals report for each class.  Is there a way to do this in online advanced?

 

1 Comment 1
Maybelle_S
QuickBooks Team

Can I create a budget vs actuals report for an individual class in online advances

Yes, in QuickBooks Online Advanced, you can generate a budget vs actual report for each class, HAEB.

 

You'll have to create a subdivided budget for the class so you can run the report. I'll guide you on how to do it.

 

  1. Go to the Gear icon.
  2. Under Tools, select Budgeting.
  3. Click the Create new button at the top.
  4. Select the Subdivided budget button.
  5. Tap the Subdivide by drop-down arrow, then choose Class.
  6. In the Add subdivided budget for drop-down arrow, select your class.
  7. From the Budget window, enter the amounts.
  8. Hit Save.
     

Once done, you can either click on the "Run Budget vs. Actual report" button or navigate to the "Reports" menu and search for "Budget vs. Actual." For visual reference, I have included a screenshot below.

 

Furthermore, you have the option to customize the report and apply filters to generate the report for the specific class you desire.

 

By following these steps, you'll be able to run the report for each class, HAEB. If you have any further questions or need additional assistance, please let me know. I'm more than willing to help. Take care!

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