Customized P & L Report

QuickBooks Online provides a feature to tailor reports according to users' needs, which enables them to get a clearer picture of their financial data, @Parish bookkeeper.

It is crucial to have a clear understanding of your budget when running a business. By doing so, you can get an overview of your planned expenses and business goals for the current year. This will enable you to comprehend the costs and monitor the performance of your business effectively.

Currently, it's not possible to include a Budget Year-to-Date (YTD) column in the customized profit and loss report in QBO. However, you can still view and compare your budget YTD in a separate Budget Report. You can also consolidate your budget data into a report in Excel to get a better understanding of your business's financial performance.

Here's an article that might help you if you want to consider memorizing a report in QBO: Memorize reports in QuickBooks Online,

Feel free to hit the reply button if you have further questions regarding reports and budgets. The Community forum is always open to help you.