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Divide Fire
April 26, 2024
Question

PnL Budget Performance Report Changed

  • April 26, 2024
  • 1 reply
  • 0 views

I regularly use the report Profit & Loss Budget Performance.  We are a small govt and the report previously showed our fund balances on top right before Revenue.  Sometime between Jan and Feb, the report changed to no longer show the fund balances at all.  Any idea why this would happen or how to fix it?

1 reply

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Irene R
April 26, 2024

Hi there, Divide Fire.

 

We understand that you are seeking clarification on a particular matter in creating the Profit and Loss Performance Report in your QuickBooks Desktop (QBDT) account, and the Community is always here to help you. 

 

Furthermore, to ensure that we address your concern accurately, could you provide us with a screenshot of your previous report indicating the fund balances at the top right before the Revenue of your Profit and Loss Report in your QuickBooks Desktop account? It'll enable us to provide you with a more comprehensive response and assist you in resolving any issues you may be facing. We appreciate your cooperation and look forward to hearing back from you soon.

 

I'll be waiting for your response and any additional information you may have regarding this matter. Have a great day!

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Divide FireAuthor
April 30, 2024

I always exported them to excel.  But I have never added in any line items, only moved columns around.  Here is a screen shot of what it was in January after being exported to Excel. 

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