QBO Advanced - Estimates to Actuals report - Actual costs

It is great to see you here in the Community!

The information displayed on the reports is based on the sources, targets, and filters applied to the data you have recorded. Could you let us know which report you pulled up? It will help us provide accurate guidance and solutions tailored to the information you want to appear.

If you are reviewing the Estimates vs. Actuals by Project report, the data is shown based on the affected accounts (such as income and expenses). Here’s how the information is displayed:
 

• The Total Act. Costs column will show amounts connected to the expense accounts, leaving the income accounts at zero.
• The Total Act. Income and Total Est. Income columns will display income-related amounts, leaving the expense accounts at zero.

Instead, you can pull up the Estimates vs. Actuals report specific to a project to clarify further. This view allows you to see the actual costs without separating them by income or expense accounts. Here’s how you can access it:
 

1. Go to the Projects page.
2. Click on the project you want to review. 
3. Select the Project Reports menu and choose Estimates vs. Actuals.
   
    
4. Review the report and customize it if needed.
    

Here’s a helpful article to guide you on choosing the right report based on the data you need for your projects: Use reports to track your project profitability and progress.

Please note that a user’s access to reports is determined by the role assigned to their profile. To learn more about granting and managing access, check out this article: Add and manage custom roles in QuickBooks Online Advanced.

Feel free to reach out if you need further assistance or have additional details about the report in question. We’re happy to help.

Hi @ijustwantananswer,

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you're still experiencing any problems.

We'll be glad to assist further if needed.

I want to see the Actuals on the same line as the Estimate. Is it possible?

Thank you for your query!

No, it is not possible to display Actuals on the same line as the Estimate. The reports were already built with column arrangement for easier comparison between the two.
 

If the alternate row arrangement is more convenient for you, you can customize it manually through Excel or export the Estimate vs. Actual report to Excel and arrange it according to your preference.

Please don't hesitate to leave us a response if you have other questions or concerns.