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flowerlover
February 20, 2025
Question

How to Print Budget Report by Account and Customer:Job

  • February 20, 2025
  • 1 reply
  • 0 views

I enter in my budget by Customer:Job and am looking for a report that prints it out by month.  When I select by month it only shows net income not the entire budget for the month for that Job.  I am able to run a Budget for the entire company by month but not one for the Job by month. 

The data's there, how do I get it out? Any suggestions?

1 reply

A
Aldren18
February 21, 2025

I’m excited to collaborate with you, @flowerlover. Let's explore the reporting option available in creating a monthly job budgeting report for your business.

 

In QuickBooks Desktop, you can create a Budget Overview report that allows you to customize and view your budget by job every month. This feature is essential for tracking financial performance and ensuring each job stays within budget.

 

Here’s how to create the report step-by-step:

 

  1. Go to the Reports menu.
  2. Select Budgets & Forecasts, then choose Budget Overview.
  3. Click on the Profit & Loss by Account and Customer: Job option from the dropdown, then click Next.
  4. Choose Customer: Job by Month, then click Next.
  5. Select Finish to open the report.
  6. In the Display tab, filter the date to This Fiscal Year to see your budget figures broken down by each job monthly.

 

I've included a screenshot below for your reference:



 

You could also consider exporting this report from QuickBooks Desktop to Excel. This feature allows you to manipulate the data further, create additional charts, or conduct deeper financial analyses, which can be invaluable for sharing insights with your team.

 

Additionally, I’d like to share these valuable resources that can help streamline your reporting process and save you time:

 

 

You can always revisit this thread for questions or concerns about generating your desired reports in the system. We fully support you in your reporting journey.

F
flowerloverAuthor
February 21, 2025

Thank you for the response but that doesn't work.  When I select the Customer:Job under Name no budget numbers show up, despite having entered them for each month for every customer.  See attached screenshot.

JoesemM
JoesemM
February 21, 2025

The Profit & Loss Budget vs. Actual report in QuickBooks Desktop (QBDT) will not display actual numbers if no transactions have been entered for a specific year, Flowerlover. Let's work together to ensure that all the necessary details are included and displayed accurately.


The Profit & Loss Budget vs. Actual report compares your budgeted figures to your actual financial performance. If no transactions are recorded, the Actual columns will show zeros or remain blank, based on the report's formatting, indicating that no financial activities were logged for the relevant accounts during that period.

 

For more details about creating budgets and forecasts, see this article: Create a budget or forecast in QuickBooks Desktop.

 

However, if there's a transaction entered for that specific month, you can review your bank register to verify if the dates and transactions are correct.

 

Here's how:

 

  1. Go to the Lists menu and select Chart of Accounts.
  2. Locate and open your bank account register by double-clicking on the account name. 
  3. Scroll through the transactions to verify the dates and details are correct.
  4. Make the necessary changes and save the transaction.

 

If the problem continues after completing the above steps, you can run the verify and rebuild data utility to ensure there are no data integrity issues with your company file.

 

Additionally, I'll provide you with this material to assist you when reconciling your QBDT accounts. This process helps you maintain accuracy between your books and bank/credit card statements: Reconcile an account in QuickBooks Desktop.

 

Should you have questions about the Budget vs. Actual report or any related QuickBooks concerns, feel free to reach out. I'm here to help. Have a good one.

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