SophiaAnnL
Moderator

Account management

You can export two reports to get the data you need, skwang300.

 

At this time, QBO can only generate a Profit and Loss report by class. Adding the budget vs. actuals is not an option yet. I'd suggest exporting these reports to and Excel spreadsheet. Then, manually combine the data there.

 

Here's how:

  1. Click Reports on the left panel.
  2. Type Profit & Loss by Class or Budget vs. Actuals in the search box.
  3. From the report, click the Export icon in the upper right-hand corner.
  4. Select Export to Excel.

Feel free to send a feature request for this option to be added in QBO. Here's the link to our feedback site: https://feedback.qbo.intuit.com/.

 

I'll be around if you need anything else.