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R
RayBrown
August 21, 2018
Question

P&L with actual, budget and comparative data from last year, all on one report

  • August 21, 2018
  • 4 replies
  • 0 views

I'm real familiar with exporting financial data from QB to Excel, but the data manipulation is a real pain. Since we're now budgeting on a class level, the task will be monumental. Is there any version of QuickBooks that shows this year's actuals, last year's actuals, AND budget info on one report?

    4 replies

    C
    CGarman
    August 21, 2018

    RayBrown,

     

    In QuickBooks Premier 2018 you can go to the Report Center. Under the Contributed tab choose Budgets & Forecasts and find the Profit & Loss Budget Yearly Comparison.  Click Run. Click Customize Report and change your dates to 01/01/2017 to 12/31/2018 (or whatever dates you need to represent the previous year and the current year) and under Columns and Rows check the box next to Show Actuals as well as the $ Difference and % of Budget if you like, then click OK. I hope that gets you what you need. 

    H
    harhashem
    April 15, 2019

    I'm using Quickbooks Accountant Desktop 2016. I followed the instructions. The generated report shows this year's actuals compared to this year's budget. Prior year wasn't on the report. Is this just not available in the version of Quickbooks we're using? 

    Angelyn_T
    Angelyn_T
    April 15, 2019

    Hello there, @harhashem.

     

    I'm here to help you run the report in QuickBooks Desktop (QBDT) to include the prior year's actual and budget.

     

    To include the prior year's actual and budget on the report, please ensure to customize the report's date correctly. On the report's page, filter the dates beside the Dates section or beside From and To.

     

    In addition, to learn more about creating budget and accessing budget reports, you may check this article: Create a budget or forecast in QuickBooks Desktop.

     

    Please know that I'll be right here to help you if you have any other questions about running reports in QBDT. I'll be always here to help you. Have a great day ahead!

    R
    RayBrownAuthor
    August 21, 2018

    Perfect response! This report has everything I need, and while I may still need to export to Excel (I'm looking at the report options), the data is aligned perfectly with all elements requested! Thank you!

      M
      MGS757
      September 26, 2021

      I understand that the Advanced version would allow me to combine 2 reports into 1 ... but can I also do it in Plus?   P&L current v last year ... with actual v budget ... creating 1 report actual v last year v budget.

      Thanks, in advance, for a quick answer.

        S
        ShiellaGraceA
        September 26, 2021

        Thanks for joining us here, @MGS757.

         

        I have some information about combining reports in QuickBooks Online Plus. Currently, we're unable to combine two reports into one. As a workaround, you can export the reports in Excel so you can merge them from there.

         

        To export:

         

        1. Go to Reports.
        2. Enter the report you can to open in the search field.
        3. Select the Export icon beside the Printer icon.
        4. Click Export to Excel. See the image below.

         

         

         

         

        Do the above steps on your other report.  Learn more about exporting in this article: Export your reports to Excel from QuickBooks Online.

         

        I'm also attaching this link to help you manage your reports. It has topics with articles that help you along: Create and manage reports.

         

        Drop a reply anytime if you have other questions or concerns with reports. I'm always here to help. Take care and have a great day ahead.

        B
        bmellor
        May 26, 2022

        Is there a way in QB Desktop to put lasts years budget, side by side with this years budget?  Short of using Excel?

        G
        Giovann_G
        May 26, 2022

        Hello, bmellor.

         

        For the time being, the option to combine last year's budget with this year's isn't possible. Instead, you can run two separate Budget and Forecast reports and export them to Excel. You can then customize it to display the previous year alongside the current year.

         

        Alternatively, you can run the Profit & Loss Budget Yearly Comparison report to view your last year's actuals and current actuals. 

         

        Here's how:

         

        1. Go to the Reports menu.
        2. Hover your mouse to Contributed reports.
        3. Select Budget & Forecasts.
        4. Locate the Profit & Loss Budget Yearly Comparison.
        5. Click the Customize Report button.
        6. Change the date previous year and the current year.

         

        Check out this article for more details on customizing your reports: Customize reports in QuickBooks Desktop.

         

        You can also read this resource to learn more about budgeting and accessing budget reports: Create a budget or forecast in QuickBooks Desktop.

         

        I'll be here to help you need further assistance. Have a great day and stay safe.

        A
        ac791
        May 26, 2022

        Hi there-I believe we touched on this previously but the contributed report Profit & Loss Budget Yearly Comparison report does not work. All that populates is Net Income with zero amount.

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