Hi there Brian J1,
It's important that all your transactions are entered correctly for your balances to be accurate. QuickBooks Desktop is a great tool able to help you keep track of sales and expenses so you know the profit of your business.. I can point you in the right direction for help with reports.
For assistance with reports and customizing them in QuickBooks Desktop, I recommend reaching out to the QuickBooks Desktop support team outside of the Community. They'll be able to assist you in finding the best report and customizing the report with as much relevant information as possible so that it can best assist you in planning next year's budget. You can reach out to them using the methods outlined in the QuickBooks Desktop software support policies.
if you have any other questions, feel free to reach out here.
