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H
HAEB
October 25, 2023
Question

Comparative Receipts and Expenditures Report for Individual Classes

  • October 25, 2023
  • 1 reply
  • 0 views

I have a report format that I find helpful (created using my old accounting software)and am trying to figure out if I can create this report in QB Advanced, printing this report for each class.  My nonprofit uses classes and I need this report for each individual class.

 

A redacted version of the report is attached.  I would like the report to show:

 

Rows showing all 

  • receipts and expenditures 

Columns with:

  • actuals for the month
  • budget for the month
  • YTD Actuals
  • YTD Budget
  • YTD Variance
  • Annual Budget

 

1 reply

C
ChristineJoieR
October 25, 2023

I recognize the relevance of the report format you mention about your receipts and expenditures in the QuickBooks Online Advanced feature, @HAEB. I'll share the steps to submit feedback. Providing us with feedback will help improve and help you to have a better experience with QuickBooks Online.

 

As a workaround, we can export the specific report to an Excel file and then sort the file manually since QuickBooks Online offers the data available in the report section. I'll share this article for step-by-step exporting reports: Export your reports to Excel from QuickBooks Online.

 

Furthermore, we can send a request to our product developer. This way, they'll see your suggestion and consider adding it to the next program update.

 

Follow the steps below:

 

  1. Go to the Gear icon.
  2. Under the Profile column, press the Feedback button.
  3. Write your product suggestion, then click Next.

 

Our Product Development team receives your statements (QBO) through the feature request link: QuickBooks Online Feature Requests website.

 

Visit this article for further information on how to keep track of your client's account growth: QuickBooks Help Articles. It includes topics about account management, banking, and expenses and vendors, to name a few. You can click the + More topics button to view other selections.

 

Please feel free to remark with your response. I'm excited to provide more information on revenue and expenditure-related matters. Have a great day.

H
HAEBAuthor
October 25, 2023

Does that mean I am unable to customize a report to get this data from QuickBooks?  'm surprised as it's a pretty standard report format that I have been able to create using a variety of accounting software products over the course of many years.

 

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