Linking a case budget to reports

Hi there, Krug.

QuickBooks automatically pulls the budget data included in the report. If you’re referring to the case budget as it relates to your customer, here’s how you can link the report to one of your case budgets:

1. Go to Reports.
2. Hover your mouse to Budget & Forecasts, then select Budget vs. Actual.

      3. Click on dropdown and select Profit and Loss by Account and Customer Job.

      4. Then hit on Next.

       5. Click on dropdown, and select Account by Customer Job.

       6. Hit on Next, then Finish.

If you have any additional questions, please don’t hesitate to reach out. We're always here to assist you.

I'm not sure how that answers my question.  I've been able to produce the results shown, but they don't seem to link to any of the real time data I enter for a months income and expense postings in producing a budget vs actual report....?

Thank you for your response, Krug. I will help clarify how you can link a case budget to your reports.

A budget created without the Customer Job level prevents QuickBooks from linking real-time income and expense activity to a specific case. The report will still run, but the numbers won't match up because QuickBooks doesn't know which case the budget belongs to.

If you want the report to show Actual vs. Budget for a specific case or job, the budget must be created by Customer Job.

To confirm this:

1. Go to the Company and select Planning & Budgeting.
2. Choose Set Up Budgets.
3. Open your budget.
4. Ensure the Budget Type is set to Profit & Loss by Account and Customer Job.

If your budget was set up without the Customer Job option, QuickBooks would not be able to retrieve your actual job-costed transactions for the report. To resolve this, you will need to create a new budget and select the Customer Job option at the start.

Please let us know if these steps resolved the issue or if you need any further assistance. We're always here to help.