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jdrichardson
June 18, 2022
Solved

Profit and Loss - Budget vs. Actual

  • June 18, 2022
  • 1 reply
  • 0 views

I am trying to remove all accounts (income and expense) line items in the Budget vs. Actual report that are not being used or in the budgeted items. I have been able to do this before but cannot seem to remember how? 

All I want to see are the items in the actual budget, not any other listed in the chart of accounts. I have made many of the accounts "inactive" but they still seem to appear. 

 

Any help would be helpful... 

Thank you, 

James Richardson

Best answer by mv32

I can help you show active items on your report, @jdrichardson.

 

By utilizing the Show non-zero or active only drop-down, you can show the active items not any other listed in the chart of accounts you see in your Budget vs. Actual P&L report.

 

Let me show you how:

 

  1. Click the Search icon from the top right.
  2. Type budget and then select Budget vs. Actual.
  3. Click the Show non-zero or active only drop-down.
  4. From the Show Rows section, tick the Active radio button and then tick the Non-zero radio button from the Show columns section.


     
  5. Click Run report.

 

Alternatively, you can use the Customize button to show specific categories or accounts in the Budget vs. Actual report. All you have to do is scroll sidewards and click the Customize button. Go to the Filter section and choose the accounts or categories in the Account drop-down that you want to see on the report.

 

 

 

 

These methods will point you to view the right accounts or categories. I'm also adding these articles as your future references about running reports:

 

 

If you need further assistance with customizing your reports like budget or other financial data, feel free to comment. I'm always here to help you more. Have a good one!

1 reply

M
mv32Answer
June 18, 2022

I can help you show active items on your report, @jdrichardson.

 

By utilizing the Show non-zero or active only drop-down, you can show the active items not any other listed in the chart of accounts you see in your Budget vs. Actual P&L report.

 

Let me show you how:

 

  1. Click the Search icon from the top right.
  2. Type budget and then select Budget vs. Actual.
  3. Click the Show non-zero or active only drop-down.
  4. From the Show Rows section, tick the Active radio button and then tick the Non-zero radio button from the Show columns section.


     
  5. Click Run report.

 

Alternatively, you can use the Customize button to show specific categories or accounts in the Budget vs. Actual report. All you have to do is scroll sidewards and click the Customize button. Go to the Filter section and choose the accounts or categories in the Account drop-down that you want to see on the report.

 

 

 

 

These methods will point you to view the right accounts or categories. I'm also adding these articles as your future references about running reports:

 

 

If you need further assistance with customizing your reports like budget or other financial data, feel free to comment. I'm always here to help you more. Have a good one!

J
jdrichardsonAuthor
June 19, 2022

Thank you. Simple solution.... sometimes one looks for the hard way!

    C
    CharleneMaeF
    June 19, 2022

    Glad to know we're able to provide the solution that you're looking for, jdrichardson.

     

    If you need additional help in managing and running reports, please let us know. We're always here to help you out.

     

    I've also added our View All Help article for future reference. There, you can search topics that'll help you in completing your other QuickBooks tasks.

     

    Have a great day ahead!

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