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February 18, 2025
Question

I need to print a Profit/Loss Report that shows monthly, Budget month, year to date actuals, and YTD budget

  • February 18, 2025
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1 reply

February 18, 2025

We can compile two reports and combine them to include your monthly data, budget month, year-to-date actuals, and year-to-date budget information in a single report, Elsielo. Let me discuss this in more detail.

 

In QuickBooks Online (QBO), you can generate Budget vs Actual Reports to access your budget month data and customize a Profit & Loss report for year-to-date actuals and budget. You can then export these reports to Excel and merge them.

 

Here's how to generate these reports:

 

  • Budget vs Actual Report
      1. Log into your QBO account.
      2. At the left panel, choose Reports.
      3. In the Type report name here tab, enter Budget vs. Actuals.
      4. Click the Customize tab to modify the report, then tap Run report once done.

 

  • Profit and Loss Report
      1. Go to the Reports.
      2. Enter Profit and Loss in the Type report name here tab.
      3. Select the Customize tab to modify the report, then click Run report when finished.

 

Moreover, click the Export Icon to transfer these reports to your computer and combine them in your Excel. Here's a screenshot you can refer to:

 

 

More information on personalizing your reports can be found in this article: Customize reports in QuickBooks Online.

 

Furthermore, if you need help creating these reports, check out our QuickBooks Live Expert Assisted service. They offer guidance on generating reports and their potential benefits.

 

Additionally, here's an article about saving reports in your QBO for future use: Save a customized report in QuickBooks Online.

 

Maintaining accurate financial records is a priority for you, Elsielo. Feel free to rely on me for any assistance you need with generating reports or any other QuickBooks inquiries.