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Hi anna,
I'd be glad to help you with customizing your Budget vs Actual report to show the budget-to-date instead of the fiscal year. Please follow these steps:
Please let me know if you have further questions. Thanks!
Hi anna,
I'd be glad to help you with customizing your Budget vs Actual report to show the budget-to-date instead of the fiscal year. Please follow these steps:
Please let me know if you have further questions. Thanks!
I would like to add at the bottom of the report a total operating income line then show capital expenditures then net income line
Hello @alice allen,
As of the moment, there isn't to customize your report to add a new line item with a specified subtotal amount before the grand total.
With this, let's consider letting our product developers know about your request by following the steps below:
While the option is not available, you can export a copy of your report as a new Excel file and customize it from there. You can read this article for the steps: Export your reports to Excel from QuickBooks Online.
On top of that, I've also included this reference for a compilation of articles you can use while working with us: Account Management for QuickBooks Online.
If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.
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