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Starbuck1123
April 15, 2024
Question

Custom Budget v Actuals report

  • April 15, 2024
  • 2 replies
  • 0 views

We just migrated from QB destop to QBO and our memorized reports did not migrate over so I'm trying to rebuild them. 

I am trying to rebuild a Budget v Actual report that includes the following columns - Current Month Acutal, Current Month Budget, YTD Actual, YTD Budget, Total Annual Budget.

I've run the Budget v Actual report but it will not allow me to add all the columns I want.

 

 

2 replies

A
ArielI
April 15, 2024

Hello, @Starbuck1123.

 

You can customize a report to pull up the Current Month report and YTD actual and YTD budget. Let me help you with that

 

  1. Go to Report period to This Month.
  2. Click Run report, and hit the Export icon beside the small Gear icon.

  1. Once done, go back to the Budget and Actual report.
  2. Edit the Report period to This Year-to-date and Run report.

 

Moreover, export the YTD report and combine them in Excel to add columns on it.

 

I'll be adding some related articles to help you get your way around the Reports feature in QBO:

 

If you have further questions about any reports in QBO, you can comment below, and we'll respond to you as soon as possible.

S
Starbuck1123Author
April 15, 2024

Just to be clear - using this method, I have to manipulate the columns and rebuild the report in Excel? There is nothing to create a report with the data straight from QB? I had a saved report in QB dekstop with all of the columns I need. Is this not possible in QBO?

J
JoanaC
April 15, 2024

As my colleague mentioned, @Starbuck1123. We can customize your report in Excel and export the year-to-date report to add to the columns.

 

However, adding the customization report you've shared with us will enhance our report list. I recommend submitting Feedback to our Product Engineers.

 

Here's how to submit: 

  1. Go to the Gear icon.
  2. Under Profile, select Feedback.
  3. Provide your suggestions.
  4. Click Submit.

 

Additionally, I would like to share an article that provides more information on customizing reports: Common custom reports in QuickBooks Online.

 

I'll be here if you still have questions about your reports. Take care, and have a great day!

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