PnL Budget Performance Report Changed

Hi there, Divide Fire.

We understand that you are seeking clarification on a particular matter in creating the Profit and Loss Performance Report in your QuickBooks Desktop (QBDT) account, and the Community is always here to help you. 

Furthermore, to ensure that we address your concern accurately, could you provide us with a screenshot of your previous report indicating the fund balances at the top right before the Revenue of your Profit and Loss Report in your QuickBooks Desktop account? It'll enable us to provide you with a more comprehensive response and assist you in resolving any issues you may be facing. We appreciate your cooperation and look forward to hearing back from you soon.

I'll be waiting for your response and any additional information you may have regarding this matter. Have a great day!

I always exported them to excel.  But I have never added in any line items, only moved columns around.  Here is a screen shot of what it was in January after being exported to Excel. 

Here it is now.

Thanks for getting back with screenshots, Divide. I'll share a way to fix and display a correct data report in QuickBooks Desktop (QBDT).

Let’s get this sorted out by performing a fix such as the Verify Rebuild Data option. This resolve identifies the most commonly known data issues within your company file not limited to report details. Before that, please make sure your QuickBooks Desktop is up to date as well.

Here are the steps to do it:

1. First, choose Window and then select Close All.
2. Go to the File menu, and then click on the option of Utilities.
3. Select the option of Rebuild Data.
4. Follow the onscreen instructions to back up your data.
5. When the tool finishes, select OK.
6. Navigate to the File menu, then hover over Utilities.
7. Click Verify Data and select Rebuild Now once QuickBooks finds an issue with your company file.

I will also include an article that can help you understand the fundamental principles of reporting data. Additionally, you may want to explore ways to customize the data more efficiently: Understand reports.

Please know that the Community always has your back, if you have additional questions about reports. I'll be right here to help.