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jdrichardson
June 25, 2024
Question

Hide non-budgeted items from P&L Actual vs. Budget

  • June 25, 2024
  • 1 reply
  • 0 views

I am having a problem with one of my accounts while running report P&L Actual vs. Budget. I am getting all line items in my "accounts" file that are not a part of the current budget. This does not occur in my other accounts so I must have done something, unknowingly to remove these. 

How can I hide these items? 

1 reply

S
SirielJeaB
June 26, 2024

Hi there, jdrichardson. You can personalize the P&L Actual vs. Budget report to remove the unnecessary line items.

 

If you're referring to the line items of the accounts, please follow the steps below:

 

1. Open the report that needs customization.

2. Click on the Customize Report option located at the top of the page.

3. Navigate to the Filters tab and select Account.

4. Choose the specific account you want to filter.

5. Go back to the Filter section and choose Item.

6. Click the dropdown button and select Multiple items.

7. Check all the necessary items that need to be included in the report.

 

If you're referring to the accounts as line items, simply filter the accounts by selecting Multiple items and checking all the accounts to be included in the report.

 

You can memorize reports in QuickBooks if you want the same settings of the customized report to be available for future use.

 

Get back to us if there's anything else you need to know about managing QuickBooks-related tasks. I'm available 24/7 to assist you.

J
jdrichardsonAuthor
May 21, 2025

Good morning, 

This is still puzzling... I have my fields set up as all other accounts and this particular one continues to show all line items without any budget numbers, blank entries. Needless to say, it is making me crazy! I seem to recall I had this issue before and it was a simple fix on my part... 

 

Thank you for any further assistance... 

R
rvrfrf
May 21, 2025

Thanks for following up with the Community, jdrichardson.

 

If you've already tried the steps recommended in SirielJeaB's post, I'd recommend troubleshooting with your Verify Data utility.

 

Here's how:
 

  1. Go to Window then click Close All.
  2. In the top menu bar, go to File, then choose Utilities.
  3. Select Verify Data.
  4. Follow the steps in our Verify & Rebuild Data article to complete the process.


You can also troubleshoot with your QuickBooks Tool Hub.
 

If you've performed each of the troubleshooting steps above, but are still noticing problems, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.

 

Please don't hesitate to send a reply if there's any questions. Have a great Wednesday!

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