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Level 1

I need to run the P&L Budget vs actual showing each Month, entire year actual, entire year budget and % of budget only. How do I do that?

 
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QuickBooks Team

I need to run the P&L Budget vs actual showing each Month, entire year actual, entire year budget and % of budget only. How do I do that?

Hi there, @marj1.

 

You can customize the report to show the data you need. Here's how.

 

In your QuickBooks Desktop (QBDT):

  1. Go to the Reports menu.
  2. Select Report Center.
  3. Search Budget vs Actual reports and click Run to open the report.
  4. Choose a budget to generate the report and click Next.
  5. Select Account by Month then Next.
  6. Click Finish to create a report.
  7. Then click Customize Report.
  8. Uncheck $ Difference under the Show Actual to see only the % of Budget.
  9. Click OK.

For more information on customizing reports in QBDT, you can check this great article for the details: Customize reports in QuickBooks Desktop.

 

Also, In case you need to export your report to excel, check this article for the detailed steps: Export reports as Excel workbooks in QuickBooks Desktop.

 

Should you have other concerns or questions in the future, you can always get back to us anytime. Have a great day!

Highlighted
Level 1

I need to run the P&L Budget vs actual showing each Month, entire year actual, entire year budget and % of budget only. How do I do that?

I need the report to look like the attached file.  Not sure if Qbs can do it anymore.  

Highlighted
QuickBooks Team

I need to run the P&L Budget vs actual showing each Month, entire year actual, entire year budget and % of budget only. How do I do that?

Hi @marj1,

Currently, we're unable to customize the Budget vs Actual report to resemble what's in your attached file. In the meantime, you can export your file to excel and customize it to show the information you need. To start, follow the steps above provided by my colleague to create the report. After that, refer to the steps below to export it: 

  1. Select the Excel drop-down arrow.
  2. Click Create New Worksheet.
  3. Hit Export.

 

Once done, hide the columns that you don’t need. This won’t affect your data.

 

For future reference, you can check out this article to learn about importing and exporting data in QuickBooks: Export, import, and edit IIF files.

 

Let me know if you have any other questions. I’ll be around to help.

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