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

QB Desktop Pro 2020 Budget v Actual Report

I have a client who uses the budget vs actuals balance sheet report.  He wants to only see the over budget items in the report and I can not seem to figure out how to customize that report.  Any help or work arounds would be great.  I am setting it up under memorized reports so he can run it anytime he wants.

Solved
Best answer October 12, 2021

Best Answers
AbegailS_
QuickBooks Team

QB Desktop Pro 2020 Budget v Actual Report

Hi there, @klmbookie.

 

I'm here to help you with your report concern.

You can run the budget vs. actuals balance and product/services report then, click on the reported amount to show the associated transaction.

On the other hand, you can export the report through excel to modify the information you can provide to your client.

 

To export your report to excel, check out this article: Export reports as Excel workbooks in QuickBooks Desktop.

 

To learn more about running reports in QBDT, you can check this article: Understand reports.

 

If you have any other QuickBooks questions in the future, you can also check our help articles: Help articles for QuickBooks Desktop.

 

Please feel free to add a comment below if you have any other QuickBooks questions, I'd be glad to keep helping. Have a great day ahead!

View solution in original post

3 Comments 3
AbegailS_
QuickBooks Team

QB Desktop Pro 2020 Budget v Actual Report

Hi there, @klmbookie.

 

I'm here to help you with your report concern.

You can run the budget vs. actuals balance and product/services report then, click on the reported amount to show the associated transaction.

On the other hand, you can export the report through excel to modify the information you can provide to your client.

 

To export your report to excel, check out this article: Export reports as Excel workbooks in QuickBooks Desktop.

 

To learn more about running reports in QBDT, you can check this article: Understand reports.

 

If you have any other QuickBooks questions in the future, you can also check our help articles: Help articles for QuickBooks Desktop.

 

Please feel free to add a comment below if you have any other QuickBooks questions, I'd be glad to keep helping. Have a great day ahead!

klmbookie
Level 1

QB Desktop Pro 2020 Budget v Actual Report

Thanks for information.

Tori B
QuickBooks Team

QB Desktop Pro 2020 Budget v Actual Report

You're most welcome, @klmbookie.

 

Please let us know how it goes or if you have any additional questions or concerns.

 

Feel free to reach out anytime. We've got your back. Have a wonderful rest of your week!

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up