How to Print Budget Report by Account and Customer:Job

I’m excited to collaborate with you, @flowerlover. Let's explore the reporting option available in creating a monthly job budgeting report for your business.

In QuickBooks Desktop, you can create a Budget Overview report that allows you to customize and view your budget by job every month. This feature is essential for tracking financial performance and ensuring each job stays within budget.

Here’s how to create the report step-by-step:

1. Go to the Reports menu.
2. Select Budgets & Forecasts, then choose Budget Overview.
   
3. Click on the Profit & Loss by Account and Customer: Job option from the dropdown, then click Next.
   
4. Choose Customer: Job by Month, then click Next.
   
5. Select Finish to open the report.
   
6. In the Display tab, filter the date to This Fiscal Year to see your budget figures broken down by each job monthly.

I've included a screenshot below for your reference:

You could also consider exporting this report from QuickBooks Desktop to Excel. This feature allows you to manipulate the data further, create additional charts, or conduct deeper financial analyses, which can be invaluable for sharing insights with your team.

Additionally, I’d like to share these valuable resources that can help streamline your reporting process and save you time:

• Create, access, and modify memorized reports
• Set up and modify Scheduled Reports
• Customize reports in QuickBooks Desktop

You can always revisit this thread for questions or concerns about generating your desired reports in the system. We fully support you in your reporting journey.

Thank you for the response but that doesn't work.  When I select the Customer:Job under Name no budget numbers show up, despite having entered them for each month for every customer.  See attached screenshot.

The Profit & Loss Budget vs. Actual report in QuickBooks Desktop (QBDT) will not display actual numbers if no transactions have been entered for a specific year, Flowerlover. Let's work together to ensure that all the necessary details are included and displayed accurately.

The Profit & Loss Budget vs. Actual report compares your budgeted figures to your actual financial performance. If no transactions are recorded, the Actual columns will show zeros or remain blank, based on the report's formatting, indicating that no financial activities were logged for the relevant accounts during that period.

For more details about creating budgets and forecasts, see this article: Create a budget or forecast in QuickBooks Desktop.

However, if there's a transaction entered for that specific month, you can review your bank register to verify if the dates and transactions are correct.

Here's how:

1. Go to the Lists menu and select Chart of Accounts.
2. Locate and open your bank account register by double-clicking on the account name. 
   
3. Scroll through the transactions to verify the dates and details are correct.
4. Make the necessary changes and save the transaction.

If the problem continues after completing the above steps, you can run the verify and rebuild data utility to ensure there are no data integrity issues with your company file.

Additionally, I'll provide you with this material to assist you when reconciling your QBDT accounts. This process helps you maintain accuracy between your books and bank/credit card statements: Reconcile an account in QuickBooks Desktop.

Should you have questions about the Budget vs. Actual report or any related QuickBooks concerns, feel free to reach out. I'm here to help. Have a good one.

I appreciate the responses received but none are addressing my original post, I am an advanced QBD user of over 19 years so I'm not looking for elementary resolutions - it's more than that.

I'll re-state my request -

My 2025 budget is entered by Customer:Job but when I pull a B v A report for a specific

Customer:Job and then select the Name of the Customer:Job no values appear despite having

entered the budget numbers by month for each Customer:Job

Blue ribbon and accolades to the solver!

I appreciate you attaching a screenshot, @flowerlover. Since you already followed the steps provided by my colleagues, you can Verify and Rebuild your data to identify and repair any data integrity with your company file. Let me show you how this works.

To start with, Verify and Rebuild Data in QuickBooks Desktop (QBDT) find the most common issues in a company file, and fix them. Verify Data identifies data problems such as corrupt transactions, invalid entries, and data integrity issues. Rebuild Data repairs these issues to ensure the accuracy and integrity of your financial records.

Here's how:

Verify your company data

1. Go to Window then select Close All.
2. Navigate to the File menu, then choose Utilities.
3. Click Verify Data. You will see the following prompt:
   a. QuickBooks detected no problems with your data—your data is clean, and you don’t need to do anything else.
   b. Your data has lost integrity—Data damage was found in the file. Rebuild your data to fix it.

To Rebuild your company file data, follow these steps:

1. On the top menu, go to File.
2. Select Utilities.
3. Click Rebuild Data and then select OK.

If the issue persists, I highly recommend contacting our Live Support Expert for further assistance. They have the right tools to help you resolve this matter.

Once everything becomes handy, you can visit this article: Customize reports in QuickBooks Desktop. It explains how to modify various elements of a report, such as data, columns, headers/footers, and even the font and style.

Please don't hesitate to reach out to the Community if you encounter any difficulties or need any further clarification for generating your reports. You can always count on us.

These pat answers are exhausting....  Verifying data and rebuilding doesn't work - unless you have real-world experience in getting B v A's to print for Customer:Job, please do not respond, no sense in wasting time.