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March 19, 2022
Question

I need a 3-column profit and loss report: current YTD actual, prior YTD actual, current YTD budget. How can I generate this in QBO?

  • March 19, 2022
  • 1 reply
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I can generate current YTD actual vs. prior YTD actual and I can generate current YTD actual vs. current YTD budget, but I cannot figure out how to combine this information into one report.

1 reply

Candice C
March 21, 2022

Good morning, @carol-folkeringa

 

It's great to see you in the Community. Allow me to share some insight with you on this report. 

 

At this time, the best way to review the information is by running two reports (which is the route you're currently having to use). There isn't a feature to allow the two options to come together in a proper report. 

 

You can also send over feedback to our Product Developers so they can consider this in the near future. Check out our Blog site to keep up with what's new in the system. 

 

For future reference, review this guide on customizing reports to help your business out. 

 

I'm only a post away if you have any other questions. Have a wonderful day!