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dtiffin
Level 1

Profit and Loss Budget Performance

My annual budget totals on the P&L Budget Performance report are not what I put in the budget when I built it.  It is not every line item but just a few here and there.  Why is it doing this and how do I fix it?

3 Comments 3
MJoy_D
Moderator

Profit and Loss Budget Performance

I can help you fix the error you've encountered to run your report successfully, @dtiffin.

 

You can generate the Profit & Loss Budget Performance report after setting up a budget. It will show you how the actual income and expenses compare to what has been budgeted.

 

It's possible that there are some minor data issues with your company file that's why you're having trouble running the report. Try running the Rebuild and Verify Utility tool to fix possible data damage on your company file.

 

Please follow the steps below:

 

  1. Open your company file again.
  2. Go to the File menu, then select Utilities and choose Rebuild Data.
  3. Click OK in the QuickBooks Information window.
  4. Wait until the repair is done. Then, click OK.
  5. Then, go back to the File menu, select Utilities, and choose Verify Data.
  6. Click OK if QuickBooks doesn't find any problems. Or Rebuild Now if it finds issues with your company file.

 

If you still get the same issue, let's try running the QuickBooks File Doctor to fix common issues. 

 

  1. Open your QuickBooks Tool Hub.
  2. Select Company File Issues.
  3. Click Quick Fix my File.
  4. Choose OK when it completes and launch your QuickBooks.

 

I'm adding this article for more troubleshooting steps: Fix data damage on your QuickBooks Desktop company file.

 

Once done, try running your report again. From here, refer to the following article to guide you further in adding or deleting columns, and even personalize the font and style of the report: Customize reports in QuickBooks Desktop

 

Stay in touch if you need further help with your report. Just let me know by leaving a reply below. Keep safe and have a great rest of the day!

dtiffin
Level 1

Profit and Loss Budget Performance

HI, 

Thank you for the tips.  Unfortunately none of it worked.  I am attaching screen shots of where it shows budget line 8005 is $2000 in the budget but on the report it shows a different amount for that line.  Chapel Of The Cross  - QuickBooks_ Premier Plus Nonprofit Edition 2020 1_21_2022 8_35_31 AM.pngChapel Of The Cross  - QuickBooks_ Premier Plus Nonprofit Edition 2020 1_21_2022 8_37_05 AM.png

Jen_D
Moderator

Profit and Loss Budget Performance

Thanks for updating this thread and letting us know what's going on, @dtiffin.

 

We wanted to make sure you're able to resolve the discrepancy on the budget report. While the troubleshooting didn't work, you can call our Live Support people for further troubleshooting.

 

They can help diagnose any issues in the company file and help you further with the reports. To get our support, follow the steps below in your QuickBooks Desktop company file:

 

  1. Open QuickBooks and click the Help menu.
  2. Select QuickBooks Desktop Help.
  3. On the pop-up screen select Contact us.
  4. Click the Search for Something else button then type your concern in the Ask us anything box.
  5. Hit Search then scroll down to get your contact options.

 

Refer to this article to learn more about our contact options and support availability: Contact QuickBooks Desktop support

 

Visit us anytime if there's anything else you need assistance with QuickBooks Desktop reporting. We are always here to help you out. You can also mention me in your posts anytime.

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