QuickBooks offers six types of budget reports. You can create these after you set up a budget.
If you set up budget items for | Do this |
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Income and expense accounts only | Use the Profit & Loss Budget vs. Actual report.
Click Filters on the report buttonbar to limit the report to specific income and expense accounts, or to just one account. |
Customer or job only | Use the Profit & Loss Budget vs. Actual By Job report. Choose either a date value (like month) or Total Only from the Columns list on the report buttonbar. Then click Customize and choose Customer:Job from the Row Axis list.
To see only one customer or job, click Filters on the report buttonbar and filter by Name. |
Class only | Use the Profit & Loss Budget vs. Actual By Job report. Choose either a date value (like month) or Total Only from the Columns list on the report buttonbar. Then click Customize and choose Class from the Row Axis list. |
Customer or job and accounts | Use the Profit & Loss Budget vs. Actual By Job report.
To see only one customer or job, click Filters on the report buttonbar and filter by Name. |
Customer or job and class | Use the Profit & Loss Budget vs. Actual By Job report. Choose Customer:Job from the Columns list on the report buttonbar, and then click Customize and choose Class from the Row Axis list, or vice versa.
To see only one customer or job, click Filters on the report buttonbar and filter by Name. |
Class and accounts | Use the Profit & Loss Budget vs. Actual report. Choose Class from the Columns list on the report buttonbar, and then click Customize and choose Accounts from the Row Axis list |