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Edgar-Herrera
Level 1

can I generate budget execution reports in the projects option?

I'm using QuickBooks for the accounting of a non-profit organization, so the best way to record expenses and income is through projects, but I don't see a suitable budget report that also generates a chart. How can I generate this type of report?
2 Comments 2
JeveeAdvin__la
QuickBooks Team

can I generate budget execution reports in the projects option?

Hi there, Edgar.

 

Welcome to the Community. In QuickBooks Online (QBO), only tabular reports are available for comparing planned (budgeted) versus actual income and expenses. You can find this in the Reports section under Budget vs. Actuals.

 

Here's how:

 

  1. Go to Reports on the left navigation.
  2. Choose Standard reports.
  3. In the search bar, select Budget vs. Actuals.
  4. In the report period, choose Custom.
  5. Edit the date range to include the specific month.
  6. Click Run report.


image.png

 

If you need budget execution reports with charts and detailed tracking linked to your projects, consider using third-party apps that integrate with QBO.

Here's how to find:

 

  1. In the upper right corner, click the My integrations icon next to the bell icon.
  2. Then, click on Find Integrations to locate the app you want to connect.


    image.png

You can also check out this article for more additional tips to help you track actual revenue and expenses with your budget: Create budgets.

Before we wrap up, I suggest you explore QuickBooks Live Expert Assisted to streamline your accounting, maintain precise financial records, and access professional support. This could free up valuable time, allowing you to concentrate on expanding your business.

You are always welcome to return to the Community whenever you need assistance.

JeveeAdvin__la
QuickBooks Team

can I generate budget execution reports in the projects option?

Hi there, Edgar.

 

I wanted to check in and confirm whether our solution addressed your issue successfully.

 

Kindly let us know if everything is functioning as expected now or if you're encountering any issues.

 

It would be our pleasure to provide ongoing assistance.

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