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December 15, 2022
Question

In QuickBooks Online, can you run a report that has P&L with actual, budget and comparative data from last year?

  • December 15, 2022
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1 reply

AlcaeusF
December 15, 2022

Hello, betty38.

 

I can share information about the report you'd like to pull up in QuickBooks Online (QBO).

 

Currently, the option to run Profit and Loss (P&L) with the actual, budget and comparative data from last year is unavailable. As a workaround, you can run two separate reports, such as P&L YTD Comparison and Budget vs. Actuals to get the details that you need.

 

Here's how to do it:

 

  1. In QBO, go to the Reports menu on the left pane.
  2. In the Business overview section, click P&L YTD Comparison and/or Budget vs. Actuals to open the report.

 

You also have the option to customize these reports. Please refer to this article for further guidance: Customize reports in QuickBooks Online.

 

To know more about managing and running reports in QBO, consider checking out this article: Run reports in QuickBooks Online.

 

For more tips and other resources, I recommend visiting our website for future reference: Self-help articles.

 

Please leave a comment below if you have additional questions about reports or anything else QBO. I'm more than willing to answer them. Keep safe.