How to hide summary rows from budget vs actual report

Ivan77 · ‎August 22, 2021

Hi,

I would like to create budget vs actual reports for budget holders of various GLs. That said, I do not want them to see the summary rows below:

Total Income

Total Expenses

NET OPERATING INCOME

NET INCOME

How can I do that in a budget vs actual report? I was able to filter by the GLs just fine, but these summary rows remain.

Thanks,

Ivan

katherinejoyceO · ‎August 22, 2021

Hello, @Ivan77.

Thanks for joining asking us here in the Community. At the moment, the option to hide summary rows you've listed in the Budget vs. Actual report is unavailable.

As an alternative, you'll want to export your report to Excel, then remove the details you don't want to see from there.

Here's how to export your report:

In the Budget vs. Actual report, move the bar at the bottom towards the right side.
Click the Export icon.
Select Export to Excel.

See the illustration below as your visual guide:

For future reference, read through this article to learn more about managing your budget report to help you keep track of your budget goals: Create and import budgets into QuickBooks Online.

Feel free to add more of your concerns below. I'm always around here to help you with your reports.

View solution in original post

katherinejoyceO · ‎August 22, 2021

Hello, @Ivan77.

Thanks for joining asking us here in the Community. At the moment, the option to hide summary rows you've listed in the Budget vs. Actual report is unavailable.

As an alternative, you'll want to export your report to Excel, then remove the details you don't want to see from there.

Here's how to export your report:

In the Budget vs. Actual report, move the bar at the bottom towards the right side.
Click the Export icon.
Select Export to Excel.

See the illustration below as your visual guide:

For future reference, read through this article to learn more about managing your budget report to help you keep track of your budget goals: Create and import budgets into QuickBooks Online.

Feel free to add more of your concerns below. I'm always around here to help you with your reports.

Ivan77 · ‎August 22, 2021

Hi Katherine,

Thanks for the quick response. For others who come across this thread, using excel is an option or I have adobe acrobat DC, so I can edit the pdf, and delete the rows as well.

In the link you sent, it is called "create and import budget" please excuse my ignorance, but I cannot seem to see an option to import a budget (i.e. from excel into QBO). Where would I see the instructions to import a budget from excel to QBO?

Also, from the API, there is only a "read budget" functionality, and no edit or write functionality unfortunately.

Have a good evening,

Giovann_G · ‎August 22, 2021

Hi there, Ivan77.

I can share information about importing budget from Excel in QuickBooks Online(QBO).

At the moment, the Import budget option is only available in QuickBooks Online Advanced. You might have QuickBooks Online plus or other versions that's why you haven't seen this feature. With your current version, here are the data that you can import:

Bank Data
Customers
Supplier
Chart of Accounts
Product and Services
Invoice

Alternatively, you'll have to enter the data manually, or you can look for a third-party application that offers this functionality. Use this link to find one: QuickBooks app.

Also, you can visit this article for more detailed information on how to get your budget in QuickBooks Online: Create and import budgets into QuickBooks Online.

Feel free to take a look at this article: Set budget targets for each class. Here you can find the step-by-step process on how to set a target for your class.

You're always welcome to add any details below if you have further questions about the budget. We're right here to help you.

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How to hide summary rows from budget vs actual report