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I have a non-profit that needs a simple comparative P&L. Compare actual, to plan and prior year, for month and YTD on the same report. QBO is incapable of doing this.

 
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QuickBooks Team

I have a non-profit that needs a simple comparative P&L. Compare actual, to plan and prior year, for month and YTD on the same report. QBO is incapable of doing this.

I can show you how to filter the Profit and Loss to get the data you need, tkj99.

 

QBO lets you compare the P&L report from another period. This includes the Previous period, Previous year, and Year-to-date. Just set the correct report period and customize the report to show the details.

 

Like this:

  1. Form the Profit and Loss report, maximize the Compare another period drop-down.
  2. Check the boxes for the period you'd like to display on the report.
  3. Select the correct date in the Report period in the upper left-hand corner.

I added a screenshot too.

 

Please let me know if you need anything else.

 

Highlighted
Level 1

I have a non-profit that needs a simple comparative P&L. Compare actual, to plan and prior year, for month and YTD on the same report. QBO is incapable of doing this.

Is this or a similar option available on the desktop versions?

Highlighted
QuickBooks Team

I have a non-profit that needs a simple comparative P&L. Compare actual, to plan and prior year, for month and YTD on the same report. QBO is incapable of doing this.

You’ve come to the right place, @Scott62556.

 

Yes, a similar report type is available in QuickBooks Desktop. You can customize the Profit and Loss report to display a comparison of data for the Previous Period, Previous Year and Year-To-Date. 

 

Here’s how:

  1. Go to the Reports menu.
  2. Click the Reports Center.
  3. Choose Company and Financial tab.
  4. Select the Profit and Loss report.
  5. Click the Customize Report button.
  6. Choose Display.
  7. In the Add columns for section, choose:
    • Previous Period
    • Previous Year
    • Year-To-Date
  8. Click Ok.

Also, you can directly access the Profit & Loss YTD Comparison and Profit & Prev Year Comparison report. For more detailed steps, you may check this article: Customize company and financial reports.

 

To learn more, you may check these articles:

Let me know if you have other questions. I’m just a few posts away.

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