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Jenifer Bibb
January 29, 2024
Question

Forecast

  • January 29, 2024
  • 2 replies
  • 0 views

Hello, my company is using Quickbooks Online Advanced with Bill Pay Elite and QBO Payroll Core.  Our accountant created a complicated Forecast for us in Excel that is very time consuming to update.  I found the forecast feature in QBO, updated all of the numbers, then have discovered that I am not able to download it or print it out.  I was very excited to use this feature, but I HAVE to be able to download it for the owners.    Any suggestions?  If I cannot solve this, I will unfortunately have to keep using Excel.  😞

2 replies

S
Shania_CQuickBooks Team
QuickBooks Team
January 29, 2024

Hi there, @Jenifer.

 

Allow me to share some information on how you are going to download the forecast in QuickBooks Online.

 

Since you are unable to download the Forecast I'll show you a workaround. QuickBooks Online gives you the flexibility to generate reports to get insights about your business. You can access the forecast by customizing the Profit and Loss Detail Report and exporting it to Excel if you want to use your reports outside of QuickBooks. You can also export all your QuickBooks transaction data. We'll show you how:

 

Customize a report.

 

  1. Go to Reports.
  2. Find and select the Profit and Loss Detail Report.
  3. From the Report period ▼ dropdown, select a timeframe. For example:
  • If you want to use data from the prior year, select Last Year.
  • If you want to use data from your current fiscal year, select This Year-to-date.
    • Note: Make sure the beginning and end of the year match your fiscal year. 
    • Then select Run Report.

 

To export reports from QuickBooks Online to Excel, here's how:

 

  1. Go to Reports.
  2. Search for and select the Profit and Loss Detail Report
  3. At the top of the report, select the Export icon. Then select Export to Excel.
  4. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

 

Note: If you’re missing data when you open the report in Excel, the files are in protected view. In Excel, you’ll need to select Enable Editing to view the full report.

 

For more detailed information about Forecasts, you can check this article: Create and Manage Forecasts in QuickBooks Online

 

I've also included a couple of detailed resources about easily downloading your data and how to get the most out of your financial reports in QuickBooks Online:

 

 

Stay in touch with me if you have other QuickBooks Report concerns by commenting below. I'm always right here to help you. Keep Safe!

T
TwoDoggies1
March 11, 2024

All this does is make more work.  If you download this report as you have instructed, then you have to go through each line and create the averages yourself?  Why can't we just download the forecast?  It's stupid.

E
Erika_KQuickBooks Team
QuickBooks Team
March 11, 2024

I understand the importance of this feature to your business, TwoD. 

 

As of now, the functionality to download forecast isn't available in QuickBooks Online (QBO). However, we would love to hear your insights about having this option and recommend submitting feedback. This way, we can enhance your experience with the program and this recommendation will be shared with our Product Development team.  

 

Here's how: 

 

  1. Go to Settings, then click Feedback.
  2. Enter your comments or suggestions. 
  3. Hit Next to submit.

 

To track your feature suggestion, visit this website: Customer Feedback for QuickBooks Online. 

 

Moreover, refer to this article to learn how to personalize your financial data in QBO: Customize reports in QuickBooks Online. 

 

If there's anything else I can do to help you manage your reports, comment below. Take care always!  

4
4Gal
Level 5
January 30, 2024

@Jenifer Bibb 

Consider having a BI app.

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