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AccTant
Level 1

P&L vs Actual Report

I am using QB Premier Non-Profit 2018 desktop.  How do I run a P&L vs Budget report that shows the January to current month end actual amounts and the total budget for the year amounts instead of the January to current month budget amounts?

1 Comment 1
Joseph_A
QuickBooks Team

P&L vs Actual Report

Hi there, @AccTant.

 

You can customize a Profit and Loss Budget vs Actual report to show the budget-to-date instead of the fiscal year.

 

Please follow these steps: 

  1. Go to Reports tab, select Report Center then type Budget vs. Actuals in the search bar.
  2. Click on the Dates on the report, and change the transaction date to Custom.
  3. Change the date range, and click Run Report

If you need further guidance in customizing reports you may visit this link: Customize Reports in QuickBooks Desktop.

 

Please let me know if you have further questions. Thanks! 

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