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Could you advise on how to generate budget vs. actual reports that include detailed information such as invoice dates and vendors?

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QuickBooks Online

In QuickBooks Online (QBO), pulling up a budget vs. actual reports that include detailed information isn't possible.

As a workaround, we can run separate reports, the Transaction List by Customer and the Transaction List by Vendor reports.

Here's how:

Go to the Reports page.
From the Find report by name field, search from either of the two mentioned reports.

Alternatively, we can click the amount from the Actual and Budget column to review the breakdown of the transactions.

In addition, refer to this article to learn more about downloading your data from QBO: Export reports, lists, and other data from QuickBooks Online.

Let me know if you have follow-up questions about organizing different reports in QBO. Take care always!

E

Erika_KAnswer

Hello, @050-878-5022.

In QuickBooks Online (QBO), pulling up a budget vs. actual reports that include detailed information isn't possible.

As a workaround, we can run separate reports, the Transaction List by Customer and the Transaction List by Vendor reports.

Here's how:

Go to the Reports page.
From the Find report by name field, search from either of the two mentioned reports.

Alternatively, we can click the amount from the Actual and Budget column to review the breakdown of the transactions.

In addition, refer to this article to learn more about downloading your data from QBO: Export reports, lists, and other data from QuickBooks Online.

Let me know if you have follow-up questions about organizing different reports in QBO. Take care always!

M

MelanieS4

As someone who has to review and explain the budget vs. actual variances this should be added as a feature to the budget vs. actual reports. It would be so helpful to click on total revenue or total expenses for the period and get the detailed transactions as well. Please add this to your development list.

MsNorthPND18

Hello, there.

I recognize the relevance of the Budget vs. Actual reports to your business. But the option to run a detailed version of it isn't available.

As a workaround, you can run separate reports, the Transaction List by Customer and the Transaction List by Vendor reports, and provide feedback. This will allow you to review the report in a different format and provide any necessary comments.

Here's how to submit feedback for QuickBooks Online:

Select Settings, then Feedback.
Enter your comments or product suggestions. Then select Next to submit feedback.

To know more about simple ways to export your QuickBooks Online reports and lists on QuickBooks Online:
Export reports, lists, and other data from QuickBooks Online.

Please leave comments and questions about the feature of budget vs. actual reports. I'll be glad to help. Keep safe.

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