Budgets Vs Actual Report

Hello there, @RachelC2.

To ensure your budget amounts won't mess up, you'll want to make sure that the amounts are entered into the appropriate account when creating a budget. 

You can review or copy your last year's Profit and Loss or Balance Sheet data to set up your budget. Here's how:

1. Go to the Reports menu, then select Company & Financial and choose Profit & Loss Detail or Balance Sheet Detail.
2. Select the Last Fiscal Year from the Dates drop-down.
3. Click Refresh.

Once you're done reviewing the information, you can open your created budget and modify it if needed. Let me guide you how.

1. Go to the Company menu, then select Planning & Budgeting and choose Set up Budgets.
2. Select the appropriate Fiscal Year for the budget.
3. Find the accounts affected and make changes if needed.

Here's an article for more details: Create a budget or forecast in QuickBooks Desktop.

As always, feel free to visit our QuickBooks Community help website if you need tips and related articles in the future.

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Have a good one and keep safe.

how print a report with actual and budget

I'd be glad to help you print a report with Budget vs Actual, @kay1234.

1. Go to the Reports menu, then select Budgets & Forecasts.
2. Choose Budget vs Actual.
3. Select the budget to use when generating the report, then click Next.
4. Select a report layout for the budget report, then click Next.
5. Click Finish.
6. You can customize the report by clicking the Customize Report.
7. Once done, click Print and then select Report.

Aside from printing, you can also memorize the Budget vs Actual report if you'd like the same customized setting to be available for future use.

That should do it, @kay1234. For additional QuickBooks concerns, you may drop a comment below. I'll be around to help.