Budgeting Reports

How do you run a Budget vs Actual P&L report in new QuickBooks Online?

Budget Reports

Budget vs. Actuals is a standard report in new QuickBooks Online. Once you have entered budget in QBO, you can run the following two reports:

      Budget Overview
      Budget vs. Actuals

To run this report:

  • From the home page screen
  • Go to blue navigation bar on the left
  • Select Reports
  • Select “Go to report” (magnifying glass), type Budget (or select from drop-down selector
  • Select Budget vs Actuals report
  • Customize as required

Go to Budget Report
Go to Budget Report

58-Budget Overview
58-Budget Overview

59-Budget vs Actuals
59-Budget vs Actuals