How do I drill into the project budget vs. actuals report?

Hi there, TXUser13.

In QuickBooks Online (QBO), after running a Budget vs Actual report, you can view the figures for any over-budget amounts. If you're not seeing it, review and ensure the Over Budget box is checked. Here's how:

1. Go to Reports and run a Budget vs Actuals report.
2. Click the Customize button.
3. Tick the $ Over Budget box and hit Run report.
   
   

I'd also like to know where you run the report from, whether inside Projects or in the Reports menu.

Finally, since you mentioned that when you click the drill down, it takes you back to the Project page, we can perform basic troubleshooting steps to find out if accumulated cache files in your browser are causing these unexpected issues. Start by opening a private browser or an incognito window on your QBO account. Based on your browser type, please refer to the keyboard shortcuts below:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N
   

After signing in, revisit and check if you can now pull up the report with the details you're looking for. If so, go to your regular browser and clear its cache. You can also use other supported browsers.

If you come across any challenges while running other financial reports in QBO, please inform me by leaving a comment below. I'm here and ready to assist you at any time.

Thanks for the reply.  I have run the Project Budget vs Act from inside Project and directly from Reports.  I have cleared my cache and used 4 different browsers including Incognito to test it out.  I would love to think I am doing something wrong.  Below are the screenshots of what I am doing and where QBO is directing me.  Thank you so much for trying to help me!!!

Let me provide details to help you run the report you need, @TXUser13.

Based on the screenshot, the Project Budget vs Actuals was accessed through the Project menu, which is why the over-budget information isn't showing. To view the over-budget for a specific cost, navigate the Budget vs Actuals section in the Reports menu.

Here's how:

1.  From your QuickBooks Online account.
2.  Click on the Report menu in the left panel.
3. Under Find reports by name, select Budget vs. Actuals report, viewing the over-budget cost.
4. Customize the report period if needed.

You can also run the reports with these options to see your budget's latest data. Check out these articles for reference as you continue managing your finances.

•  Customize reports in QuickBooks Online
• Memorize reports in QuickBooks Online

Please feel free to reach out if you have any further questions regarding budgeting reports. I'm always available to assist you. Have a great day.

Hi Michael,

Although I appreciate your attempt to help me, you aren't understanding that I'm looking at the Project Budget vs Act report by cost code (service item).  In construction, we aren't looking at the G/L budgets; our budgets are loaded by cost code so we can see over/under for each one.  We may have hundreds of cost codes/service items that are mapped to only 5 or 6 G/L accounts in CGS.  The existing Project Bud vs Act report is great; the fact that you can't drill into see the actual cost for the cost code is a huge issue.  And it is a HUGE MISS by Intuit.

And the fact that it is so seamless in QB Desktop is even more of an insult to injury.

This is a product limitation, @TXUser13. Allow me to share the steps of the feedback process.

We see the importance of drilling down the transactions in the Budget vs Actual report. To add this ability to QuickBooks Online (QBO), I suggest sending feedback directly to our product engineers. They're responsible for analyzing your request to add for future updates.

To send your request:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter your comments or product suggestions.
4. Tap Next to submit.

Additionally, I'm sharing these articles again about managing your reports:

• Customize reports in QuickBooks Online
• Memorize reports in QuickBooks Online

Let us know if you have other concerns with the Budget vs Actual report in QuickBooks Online.