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November 26, 2023
Question

2023 P&L with actuals and forecast

  • November 26, 2023
  • 1 reply
  • 0 views

I wanted to print 2023 P&L with actuals and forecast?  How do I do that?

 

1 reply

November 26, 2023

I understand the importance of being able to print a P&L with actuals and forecasts, @BWHB. Let me share some information that can help you. 

 

The availability to create P&L with actuals and forecasts is currently unavailable in QuickBooks Online (QBO). As an alternative, you can utilize the budget feature in QBO to establish a budget.

 

After creating a budget or if you already have an existing one, please follow these steps:

 

  1. Go to the Reports located at the left navigation panel.
  2. In the search bar, search for Budget vs Actuals.
  3. In there, you can see the budget that you've created. 
  4. If you want to adjust the Report period, you can do so by clicking the dropdown and selecting Custom.
  5. Scroll horizontally and look for the Print icon, then press that.
  6. Select Print

 

In addition, you can access this article if you want to learn more about customizing your report: Customize your reports

 

If you have further questions regarding budgets, reports, or anything that's related to QBO, you can reply to my post. I'm always here to help you.