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Mfong12
Level 2

In Quickbooks Online, is there a P&L with actual, budget and comparative data from last year, all on one report

I'm looking for a report that gives me data for the current month, YTD, budget and last year YTD.  Is there such a report in Quickbooks Online

5 Comments 5
MadelynC
Moderator

In Quickbooks Online, is there a P&L with actual, budget and comparative data from last year, all on one report

I’ve got some information for you, @Mfong12.


At the moment, generating a report that contains current and last year's YTD with actual and budget details isn't possible in QuickBooks Online.


I can see how this type of report can help your business. You can use the Feedback option within your QuickBooks Online company file to send this idea. This way, our management and engineering teams could take action to help improve your experience and make the program better.


Here’s how:

 

  1. Go to the Gear icon, then select Feedback.
  2. Type your suggestions, then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can select Skip to proceed.
  4. From the drop-down, choose the appropriate category, then press Send message.


You can track feature requests through the QuickBooks Online Feature Requests website.


I've added this article to learn more about managing your budget in QuickBooks: Set budget targets for each class. It helps you track actual revenue and expenses based on each segment’s previous financial performance.


Please don't hesitate to add a comment below if you have any other questions or concerns besides reports. I’m always here to help. Have a great day ahead!

Mfong12
Level 2

In Quickbooks Online, is there a P&L with actual, budget and comparative data from last year, all on one report

Thank you for your response. I followed your instructions to provide feedback.

 

ntssc300
Level 1

In Quickbooks Online, is there a P&L with actual, budget and comparative data from last year, all on one report

I too was looking for the same report in QBO as I used the report heavily in QBD.  I've left a feedback as well.  Thanks.

Fiat Lux - ASIA
Level 15

In Quickbooks Online, is there a P&L with actual, budget and comparative data from last year, all on one report

You can utilize a business intelligent app to produce such reports.

Hank Miller
Level 1

In Quickbooks Online, is there a P&L with actual, budget and comparative data from last year, all on one report

I am also looking for a report that does this all in one-- it's a basic management report so I'm surprised QB doesn't have it. Will provide feedback. 

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