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carrieg1
February 2, 2025
Question

Enterprise Version Advanced Reporting

  • February 2, 2025
  • 1 reply
  • 0 views

We are trying to get a P&L that has Current Month Actual, Current Month Budget, Prior Year Month Actual, YTD Actual, YTD Budget and Prior YTD.  We were told by Intuit that we could create that in Advanced Reporting but I am not finding it very easy to use and select the fields that we need.  Does anyone have any suggestions on using Advanced Reporting to create such a report?

 

Thank you

1 reply

G
GlinetteC
February 2, 2025

Navigating Advanced Reporting can be a bit challenging, especially with specific custom fields, carrieg1.

 

Let me provide you with resources like the members of our QuickBooks Solution Provider (QSP). They can assist you in breaking down the process and ensure you can effectively create the reports with all the necessary data.

 

Additionally, I can recommend some tutorials or resources that specifically address complex report customization with QuickBooks Advanced Reporting:

 

 

Thank you for reaching out with your question about creating a detailed P&L report in QuickBooks Advanced Reporting, carrieg1.  If you require other concerns, please don't hesitate to post again. We're here to ensure you have all the support you need to make the most of your financial reporting tools. 

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