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Friends of the Inyo
January 12, 2020
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Budget vs Actual by Customer: Job remove total columns

  • January 12, 2020
  • 1 reply
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Can I remove the "Total" columns from "Budget to Actual by Account and Customer: Job" report. I'm running the report for only one customer so "total" column is redundant.
Best answer by BettyJaneB

Thank you @BettyJaneB .  That does not solve my issue.  This seems like a logical step, but produces a blank report.

 

Please see the example when I click "Total only" and compare it to your software.

(screen3.png)

 

Quickbooks removes all the customer:job budget data and delivers a basic Profit and loss statement. 

 

I need the budget to actual information from the report, but without the "total" column


Hello there, @Friends of the Inyo.

 

Being able to run the Profit & Loss Budget vs. Accrual report that shows the total of the entire transactions only is currently not available. 

 

I can see how convenient it would be to have the option to filter this report according to the details that you need. I'll do my part and personally submit this preference to our developers, so they can assess the suggestion and put it under consideration. 

 

For now, I encourage you to visit the New Feature section on your QuickBooks, to stay current with the latest product updates and improvements. 

 

Here's how:

  1. Click on Help at the top menu bar.
  2. Select on New Features.
  3. Choose New Feature Tour.

 

You can also check out the QuickBooks News site, to stay in the loop about our platforms and road-maps: Product & Industry News

 

If there's anything else that I can assist you with, let me know. It'd be my pleasure to help you out. Take care!

1 reply

KlentB
KlentB
January 12, 2020

I can help you with this, Michael Cleaver.

 

We can uncheck the Subcolumns option to hide the columns in the Total section of the Profit & Loss Budget vs. Accrual report . You can follow the steps below:

  1. Log into your company file.
  2. Select Reports from the top menu bar.
  3. Search Profit & Loss Budget vs. Accrual Report.
  4. Hit Customize Report.
  5. Under the COLUMNS section, uncheck the box of all the subcolumns.
  6. Hit OK.

To save the current customization settings, you can memorize your reports.

 

I've included an article that will help you in personalizing your reports: Customize company and financial reports.

 

If you have any other concerns or questions about how reports work in QuickBooks. You're always welcome to tag my name below. I'll be happy to get back and help you.

 

F
Friends of the InyoAuthor
January 12, 2020

Thank you KlentB.  This does not solve the problem.  I am not creating "Profit and Loss by Account" Report.

 

Please use the report screen "Reports" -> "Budget & Forecasts" -> "Budget vs. Actual" 

 

When I choose to customize the report and uncheck subcolumns it removes all the data.  

 

My issue is the "Total column" which creates a duplicate in the Budget vs. Actual report. (This issue does not arise in the Profit and Loss by account report.)

 

Unchecking subcolumns removes all data from both the Customer:Job and the Total.

 

Please see screen2.png for example report with duplicate parent Customer and Total with Customize screen for budget to actual report. 

BettyJaneB
BettyJaneB
January 13, 2020

I appreciate the details that you gave, @Friends of the Inyo.

 

When pulling up the Profit & Loss Budget vs. Accrual report in QuickBooks, the system will display the total budget per customer job and a total for the entire budget and actual.

 

I recommend filtering the column of your report to show the Total only, since you're pulling up the information for one customer. Please see the screenshot below for reference: 

 

You may also check out the Targets vs. Sources in QuickBooks to learn more about the reports concept: Determine the source and targets

 

Reach out to me if you have any other questions. I'll make sure you're all set. Have a good night!

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