How do I customize an existing report further than the options on "Customize Report"? I'm trying to use the Profit & Loss Budget Performance report, but I only want my monthly total to be compared to the YTD actual & the Annual Budget.
Hello there, @shelbyrid.
Thanks for reaching out to us. Allow me to help provide some insights about Profit & Loss Budget Performance report in QuickBooks Desktop.
When pulling up a Profit & Loss Budget Performance report, you have an option to select an Account by Month so you can compare to the YTD and Annual Budget information.
If you need to customize the report, you can follow the steps in this article on how to customize reports in QuickBooks Desktop.
If you need further assistance from our live support, I recommend contacting our QuickBooks Desktop Support Team so they can do a remote session and walk you through the steps.
Here's how you can contact our live support:
Don't hesitate to leave a comment below if you have any other questions about the Profit & Loss Budget Performance report. I'm always here to help.