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QuickBooks Online Advanced Reports

Forum|Forum|5 years ago
November 10, 2020
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Is it possible to generate year-to-date budget-to-actual reports where the year-to-date results are compared to the year-to-date budget?

QuickBooks Online

Best answer by ReyJohn_D

UPDATE: I have been unable to run a correct Budget-to-Actual report for the "Prior Fiscal Quarter". I would get a quarter of actual figures and a full year budget. I just ran the same report, but instead of selecting the period as "Prior Fiscal Quarter", I selected the period as "Custom" and put in the dates of the prior fiscal quarter. To my surprise and relief, I got the correct budget for the quarter, not a full year. What I thought was a total breakdown turned out to be a more minor glitch (but one that needs to be fixed).

Thanks for the updates, @tfalik.

You're on the right track in filtering your reports. You'll have to choose Custom as the date filter to ensure you can specify the months you want to see from the said report.

If you wish to have personalized info from this report, you can customize it further. After that, you can memorize it to save its current customization settings for easy future access.

Also, our product engineers are continuously improving QuickBooks to meet customer needs. Thus, I recommend visiting our QuickBooks Blog page to keep up with the latest news and product enhancements.

You're always welcome to post again here in the Community. I'd be glad to help you some more. Stay safe and have a good one.

MarsStephanieL

Hi there, @tfalik.

Yes, you can create a report that has a comparison column for the budget over the actual year-to-date data. I'd be glad to guide you through the steps.

Go to the Reports menu.
Enter "Budget vs. Actuals," hit the Enter key in your keyboard.
Enter the Report period.
Select the Run report button.

I've added a screenshot on how it looks like:

You may also customize the report. To know more details on how to do this, you can check out this article: Customize reports in QuickBooks Online.

I've added a reference page you may use for your future tasks: Help articles.

You are always welcome to tag my name in the comment section if you have other questions or concerns. I'd be happy to help. Take care.

T

tfalikAuthor

Hi Mars:

Thanks for getting back to me. I am familiar with the use of the Budget-to-Actual report as you describe it. The problem I have is if you want to run Budget-to-Actual for the 1st quarter of the year, you get 3 months of actual and 12 months of budget. I am not able to find a way to create a report that generates 3 months of actual and 3 months of budget. Any insights on that issue?

Tori B

Hey there, @tfalik.

Thanks for following up with us. I'm happy to help you get your Budget vs. Actual report to show 3 months Budget and 3 months of Actual.

Upon doing some research and building the report in my test company, I was able to adjust the dates to show 3 months for Budget and 3 months for Actual. Since you're having some issues with yours not showing the data correctly, I recommend clearing the cache from your browser. Web browsers collect cache to save time when loading repetitive data and images. These files can often become outdated and corrupted, causing issues like the one with your report showing the wrong date ranges. I've included the links for all supported browsers that contain the steps to clear the cache below.

Once you've cleared the cache from your browser, close it, then reopen it to run the report again. If you're continuing to have issues with the report, I recommend contacting our technical support team. They have the tools available to review your account in a secure environment and investigate the issue of its strange behavior.

Please let me know if you have additional questions or concerns. Please know you can reach out to the Community at any time. Take care and have a wonderful day ahead!

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