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nicki2
Level 1

If the "compare another period" button is visible on a report but the drop down doesn't have compare PP as an option, what do I do? yesterday I could do this, now I can't

I want to compare Quarter 1 Budget vs Actuals to Q2 Budget vs Actuals. I was able to do this yesterday, but now can no longer choose a Previous Period to compare. The only options are related to budget amount over. I can still see the link that says "compare another period." We are a nonprofit. Thanks.
2 Comments
Mark_R
QuickBooks Team

If the "compare another period" button is visible on a report but the drop down doesn't have compare PP as an option, what do I do? yesterday I could do this, now I can't

Welcome to the Community, @nicki2.

 

Comparing Budget vs. Actuals report from quarter 1 to quarter 2 is easy peasy. I believe you may have overlooked the Show Grid drop-down when running the report. That's why it doesn't compare both quarters.

 

You'll want to make sure you select Accounts vs. Qtrs from the Show Grid drop-down. This way, the report will show you the comparison in Q1 and Q2 budget vs. actuals. Here's how:

 

  1. Open the Budget vs. Actuals report.
  2. Click the Customize button.
  3. In the Report period section, select the date from Q1 to Q1 (01/01/2020 - 06/30/2020).
  4. From the Show Grid drop-down, choose Accounts vs. Qtrs.
  5. Click Run report.1.PNG

I'm adding this article for more details: Customize reports in QuickBooks Online.

 

Just in case you want to memorize this report, feel free to check out this article for the detailed steps and information: Memorize reports in QuickBooks Online.

 

Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community, wishing you continued success.

nicki2
Level 1

If the "compare another period" button is visible on a report but the drop down doesn't have compare PP as an option, what do I do? yesterday I could do this, now I can't

YESSS!!! Thank you so much!!!!!!! I was on the phone/chat with QB for 3 hours and you solved my challenge in one minute. Thank you thank you

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