cancel
Showing results for 
Search instead for 
Did you mean: 
Charlie424
Level 1

How to run a budget vs actual profit and loss by class? We are a non profit and need to see how our classes are performing against the budget.

I also am in the process of changing from desktop to online. I worked with the Customer Support team on 3 separate phone calls. The budget by class is a stopping point and quite frustrating. Monthly I need to provide each department director a budget to actuals report which I can no longer do. Some of my budgets are subs-budgets and roll up to the sub-department. The information I need to provide is the subs and the the roll-up. I provide to my BOD a monthly report on each concert we hold to see if each made a profit. Monthly does nothing for me. In the desktop my budget was loaded by class. My understanding is there is not a report where I can view, at a minimum, the budget entered for each class. Another issue. If I make a data input error, I have no way to see where the error is. I find it unacceptable that any corporation would not want know how each of their areas are performing to budget. This must be fixed immediately. As far as being able to customize the budget to actuals report, the options shown in this thread no longer exist.

It was explained to me yesterday to get anything even remotely close to what my job requires, I should keep an excel sheet template of the class budgets. Then each month run a P&L for each class. Then manually populate the excel sheet with the newest data. Ridiculous!!

Likewise, not every report can be exported to excel. Why?

From my walk-through yesterday, I see even exporting to excel takes triple the steps. Or I can add the excel app and run that. Problem I have to figure put in QB Online what report I want to run first. The go to excel and hope I can run from there. 

I see little to no advantage to QB online. Not time-saving. Not able to extract the data populated. Higher cost than desktop.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us