Profit & Loss Budget Performance Report

You said this report, Profit & Loss Budget vs. Actual by Job, was available for the MAC. Is it available for PC? Does it allow you to filter for a specific job and still show the budget for the job (just the way you entered it)?

I created a budget by job (Desktop Premier 2019), but when I do the budget to actual and filter for the specific job, the budget disappears. Apparently something Intuit has known about for several years, but hasn't fixed.

If I can enter a budget by job, what reports can i run based on that budget. Thanks.

Thank you for posting here in the Community, CJDay.

Let me share some information about your concern. Budgets in QuickBooks are automatically created out of the fiscal year setup of your company file. We'll have to fill in with amounts in all column of each account categories of your budget. It has to be manually entered in each column to show the budget on the report.

Let's create a new budget and make sure you've entered all amounts for each column of each category accounts in your budget. Here's how:

1. Go to Company.
2. Select Planning and Budgeting.
3. Choose Set up Budgets.
4. Under Choose the budget type, select Profit and Loss.
5. Hit Next and then Finish.
6. Fill in each column with the amount of your budget.
7. Click Save and then OK.

With the instructions above, you'll be able to create a budget that will surely display in your budget report.

You may check out this article for more information about budgeting in QuickBooks Desktop: Create a budget or forecast in QuickBooks Desktop.

Let me know if there's anything else I can do to help.

I don't know if my initial explanation was clear. I know how to create budgets in QB. I did that for the organization and created a test budget for a specific job. I copied the budget amount across the whole year. What I am unable to do is print/display a budget vs actual report for the specific job for which I created a budget. I have attached a PDF of the steps I took to create the budget, run the budget vs. actual report, change the report to only show the one job and where the budget disappears. 

Hi there, @CJDay.  

Thank you for reaching out to the Community. I'm here to help you sort this out. We can fix this by performing the Rebuild utility tools in QuickBooks Desktop. This way, it'll return to its default order and automatically fixes minor company file data issues. Though, you need to back up your data first before performing these steps below to save your company data if file damage occur.  

Let me show you how:   

1. Click the File tab at the top. 
2. Select Utilities from the drop-down option. 
3. Choose Rebuild Data. 
4. Click Ok on Rebuild has completed.  

After rebuilding data, we can close and reopen your file to revamp it.    

However, if the issue still persists after doing the steps above, I recommend getting in touch with our Customer Care Team. This way, we'll be able to pull up your account in a secure session then run a series of tests to rectify the underlying issue.  

Before doing so, please check out our support hours to ensure that we address your concerns on time. 

Here's how to connect with our Customer teams: 

1. Sign in to your company account, then click Help.
2. Choose QuickBooks Desktop Help.
3. Hit Contact Us. 
4. Enter the question in the description field, then click Search. 
5. Select either Message Us or Call Us.     

Please let me know how it works. I want to make sure that everything is taken care of. I'm here to provide any additional assistance if needed. Have a good one!