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January 31, 2023
Question

Can the desktop P & L Budget Performance report be recreated in QBO?

  • January 31, 2023
  • 1 reply
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1 reply

January 31, 2023

I'm delighted to have you here today, @c.steffen. I'll share some details about the profit and loss budget performance report in QuickBooks Online (QBO).

 

Before doing so, I understand how being able to recreate this report from QuickBooks Desktop (QBDT) to QBO can help you accomplish your tasks in your company file. As I've checked here on my resources, the report you're trying to generate in your company is unavailable.

 

In QBO, you'll want to create a budget first to run a Budget Overview report or Run budgets vs. Actual business data. It'll then help you get a glimpse of how your business is doing. And if you wish to continue with this method, feel free to see this article for a complete guideline: Create budgets in QuickBooks Online

 

Additionally, here's an article to help you if you want to add more data to your reports: Customize reports in QuickBooks Online.

 

Also, if you have the time, see this article about how you can keep the current report settings in QBO: Memorize reports in QuickBooks Online.

 

@c.steffen, if you need further assistance with this or if you need help performing specific tasks in QuickBooks. Please don't hesitate to mention me in the comment section below. I'll be here, ready to lend a hand. Take care, and have a nice day!