QuickBooks Desktop typically allows you to set budgets at the customer level, but job costs are tracked at the job or sub-customer level. When you filter the Estimates vs. Actuals report by multiple customer names, the program isn't able to reconcile the budget at the customer level with the costs at the job level, resulting incomplete data in the report. However, I can provide you with a workaround to help achieve your desired outcome. However, this involves a manual process. You'll want to consider exporting the report and manually customize the data from there. I'm here to help you how.
- Go to Reports and select Jobs, Time & Mileage.
- Choose Jobs Estimate vs. Actuals Details.
- From the drop-down, select the correct Customer:Job.
- Set the appropriate report date and filter.
- Click the Excel drop-down in the top menu and choose Create New Worksheet to export the report.
- You can go back to the main Jobs Estimate vs. Actuals Details report, then double-click the total amount of the estimated cost and actual cost to view the item estimated cost detail.
- Click the Excel drop-down and choose Create New Worksheet to export this part of the report.
- Manually cut and paste the estimate columns from both exported worksheets into a single worksheet.
To learn how QBDT populates the data in your report, please check out this article:
Understand reports. We also have a guide on
memorizing reports that I'm sure you'll find helpful. It has step-by-step instructions that'll walk you through saving your customized reports. This way, you don't have to go through the customization process again.
If you have further questions about managing your financial reports, you can comment below. I'll be right here to assist.
