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You can create a report for the years 2024 to 2025, Johnny. Allow me to discuss this further and guide you through the step-by-step process.
Selecting a different date range for budget (2025) and actual (2024) is currently unavailable in the Budget vs. Actual report. Alternatively, you can generate data starting from 2024 to 2025. Since this will show both the budget and the actual for the same years, you'll want to export it and manually remove the unnecessary columns.
Here's how:
- Head to the Reports menu at the top.
- Select Budges & Forecasts, then Budget vs. Actual.
- Choose the budget to use and click Next.
- Pick a layout, hit Next, then Finish.
- Click the Customize Report tab and select Custom in the Dates dropdown.
- Set the appropriate date range in the From and To fields.
- In the Display columns by, choose Year.
- Uncheck the $ Difference and % of Budget check boxes.
- Hit Ok.
After that, refer to this material for guidance on exporting the report to decide which data to display on your file: Export reports as Excel workbooks in QuickBooks Desktop.
Moreover, consider memorizing your reports to save their current settings. This will prevent you from going through the same customization process when you need the same data in the future.
Update us anytime you need further assistance creating reports in QuickBooks Desktop. We're here to help you and address any questions you may have.
