How to Set up Budget Report in QuickBooks Online

Authored by: Support.com Tech Pro Team

1. Introduction

How to Set up Budget Report in QuickBooks Online

2. Set up Budget Report

1. Select Reports> All Reports.
2. Select Business Overview.
3. Click to select Budget Overview Report or Budget vs. Actuals Report
4. If it doesn’t pop up automatically, click under General > Budget and select or change which budget to view (if the customer has more than one), the report dates, accrual/cash basis, filter for customer, class, location, or specify columns shown.
5. When finished customizing, click the Run Report button.
6. Companies can use budgets to help review job costs by measuring customer estimates against actual job costs. This can be done in QuickBooks Online using budgets. Since QuickBooks Online allows the customer to create multiple budgets, they can create a budget for each job. Create each budget from scratch, subdivided for a particular customer. Specify the customer job and enter the estimated income and cost details for the particular job. Then run a Budget vs. Actual, renamed Estimate vs. Actual, report. Customize it to filter for the specific customer job. Save this report to regularly monitor the progress of the work.
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