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frans1
Level 1

Can the budget vs actual P&L be displayed within a graph in QB Online Advanced?

 
2 Comments 2
Tori B
QuickBooks Team

Can the budget vs actual P&L be displayed within a graph in QB Online Advanced?

Good morning, @frans1

 

Thanks for reaching out to us here in the Community.

 

Great news, QuickBooks Online Advanced does offer multiple graphs for Revenue Analysis, Revenue & Expenses, Profitability Margins, Cash Flow, Actual vs. Budget, and Balance Sheet all in one using the Smart reporting feature. I've included the steps below to access this. 

 

1. Go to the Reports menu. 

 

 

2. Click Get Started in the Smart reporting section at the top. 

 

 

3. It will then open a PDF. Scroll through to find the graph you need. 

 

That's all there is to it. Check out the Smart Reporting powered by Fathom FAQs for more details. 

 

Let me know if you have further questions or concerns. I'll be here to help you every step of the way. You can always reach out to the Community or me anytime you need assistance. Take care! 

FMC UK
Level 1

Can the budget vs actual P&L be displayed within a graph in QB Online Advanced?

Hi

 

Many thanks for your reply. Unfortunately I cannot see anywhere to compare budget vs actual?

 

I have set-up a budget for period July 1st 2020 to June 30th 2021 and can run the report 'Budget vs Actual' by going through the budgeting option. However, it does not give me an option to view as a graph. I want to a graph to show budget income vs actual income and budge expenses vs actual expenses.

 

thank you

 

Frans

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