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Simplify payday and set payroll to run automatically on QuickBooks.Explore QuickBooks Payroll

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Replying to:
Clark_B
QuickBooks Team

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It's nice to have you here in the Community, @jdcafe.

 

Let me help and provide information about Budget and Actual Reports in QuickBooks Online (QBO).

 

Currently, the option to filter the report by class is unavailable. As a workaround, I recommend exporting the two manually and then merging the data into a single report since the budget report by class and customer is separate.

 

Here's how to export reports:

 

  1. Go to Reports.
  2. Search for and select the report you want to export.
  3. At the top of the report, select the Export icon. Then select Export to Excel.
  4. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

 

In regards to the custom reports, ensure to properly save them to show the reports and customize them.

 

For your future reference, you can check these articles to guide you about the custom reports tab and to manage custom reports:

 

 

Please let me know if you have other questions about the reports and export or other QBO-related concerns. I’ll be right here with you.

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