Inactive Customers/Jobs Showing up in FY P/L Reports from Budget

Hi there, @Seth F.

You can customize the Profit & Loss Budget Overview to remove the inactive customer/jobs in the report. Use this filter to restrict a report to transactions related to particular job status. Let me show you how:

1. From the top menu, select the Reports tab. 
2. Select Budgets & Forecasts then Budget Overview from the drop-down lists.
3. Click Next twice then Finish. 
4. At the top left, select Customize Report. 
5. Go to the Filters tab, then search for Job Status.

6. Click the Job Status drop-down arrow and select the job status you want to see on the report.

7. Hit OK.

For more information about budget and report, such as how to create, edit, and manage them, please check below:

• Create a budget or forecast in QuickBooks Desktop
• Customize reports

I'm only a post away if you have any follow-up questions or concerns. Take care and enjoy the rest of the day.

I've done that on existing reports and created a brand new report as you described. I've set the filter for job status to IN PROGRESS. The report continues to include projects that are INACTIVE. As well, I've gone into the Inactive projects that continue to show up in the report and have confirmed multiple times that the Job Status for those projects I want to exclude are set to CLOSED. They continue to show up in reports.

One other, related, question. In my current preferred reporting I need to have the customer/job be visible within the report. The method of report you described only shows the income as a wrapped up total and not individual income/expense for that specific job. How can that be adjusted to show specific jobs?

Many thanks.

Hi there, @Seth F. Glad to provide some input here.

A Profit and Loss Budget Overview report will only display the accounts related to income and expenses. If you'd like a report to break down this information by Job, use the Profit & Loss by Job report. It's super easy to run and you can apply the same customization options mentioned above to filter to only active jobs. Go to Reports, then Jobs, Time & Mileage, then Profit & Loss by Job to access the report.

For more information on customizing these reports in QuickBooks Desktop, check out this wonderful article.

Please touch base with us here if there's anything else you need, I'm determined to ensure your success. Cheers to a safe and productive week ahead.

I'm currently running a Profit/Loss Budget Overview that does break it down by job...as entered into the Budget area. That aside, the incorrect data being pulled from mystery sources is still a remaining dilemma (and every Budget report shows the incorrect data regardless of filters).

Can you address this issue?

Thanks for getting back to us, Seth F.

Let's perform one more step by selecting Active from the Advanced tab. Doing this will show active ones only. The screenshot below highlights this.

If the same issue persists, it's possible the data on this report is damaged. You can run the verify and rebuild data utilities to fix this.

If you're getting the same results, I recommend contacting our QuickBooks Desktop. They'll create a ticket and investigate further what's causing inactive jobs to show in the Profit and Loss Budget Overview report.

Here's how to get in touch with them:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.
   
4. We’ll provide you a few support options. Select which one is best for you.

You can also refer to the Support hours and types link to contact us at a time convenient to you. Then, click QuickBooks Desktop for more details.

Let me know how the call goes by leaving a comment below. I'm always around whenever you need help.

Thanks. I have confirmed that and my reports are set up to only show active, exactly as you indicated. I have also verified and rebuilt the data. the rebuild shows that there were no errors.

The issue persists. I'm contacting QB through phone support.

I just spent three hours on the phone with Tier 2 QB support on the same issue and they still don’t have an answer. Super frustrating!!!  I get all the deleted accounts and customers are not even customers.  I have one budget and it runs all the inactive account lines and all customers without budgets.

Did you ever get the issue resolved?

I am having the same problem on QB Desktop 2017 version.

I did all the suggestions and still the report shows inactive, unbudgeted, unused for years, line items in my P&L reports.

I appreciate you for trying the steps shared on the thread, lopeD.

Since the same issue persists, I recommend contacting our QuickBooks Desktop. They'll create a ticket and investigate further what's causing inactive jobs to show in the Profit and Loss Budget Overview report.

Here's how to get in touch with them:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.

For more information about budgets and reports, such as how to create, edit, and manage them, please check below:

• Create a budget or forecast in QuickBooks Desktop
• Customize reports

You can always get back to this thread whenever you have concerns with your file.