Budget vs Actuals by Class, Customer, or Location
Last updated: August 19, 2026
You can now view and analyze your QBO Budget vs. Actuals, broken down by Class, Location, or Customer—for single entity as well as Consolidation, giving you a clearer view of performance across every part of your business.
How to display Budget vs Actuals by Class, Customer or Location
Follow these steps to create a Budget vs. Actuals report in LiveFlow using your QuickBooks Online (QBO) budget:
1. Open LiveFlow
Open the LiveFlow extension in Google Sheets or Excel.
2. Create a new report
Click Create Report to start building a new report.
3. Select your report source
Choose the QBO entity or Consolidation Group you want to report on.
4. Select the report type
Under Report Type, select Budget vs. Actuals.
5. Select your budget
Choose the relevant QuickBooks Online budget you want to compare against your actual results.
6. Set your date range
Select the date range for the report. Make sure it matches the period covered by your budget for an accurate comparison.
7. Choose how to break down your results
You can choose to display columns by:
Class
Location
Customer
Month
This allows you to see exactly where you're over or under budget.
8. Create the report
Click Create report to generate the report in your spreadsheet.
For a detailed walkthrough, watch the video below: