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STA Treasurer
Level 1

Profit and Loss Budget Reports

I switched from PC to Mac version of QB. The MAC version does not have the P&L Budget Performance report. The only way to get the data I need for monthly reporting is to run the P&L Budget vs. Actual three times with three separate timeframes. Any suggestions to condense into one report?

2 Comments
Rasa-LilaM
QuickBooks Team

Profit and Loss Budget Reports

Welcome to the Community, STA Treasurer.

  
Let’s export the Profit and Loss Budget vs. Actual Report so you can condense it into one. I’ll be your guide today in accomplishing this task.


Here’s how:

 

  1. Go to the Reports menu and choose Profit and Loss Budget vs. Actual Report.
  2. Click the Export icon in the upper right.

For more insights on how to personalize reports, check out the following guide: Customize reports in QuickBooks Desktop for Mac.


Additionally, this article contains resources to get acclimated about the QB for Mac features and processes: Get started.


If you need help when working in QuickBooks, don’t hesitate to leave a comment below. I’ll be more than happy to assist further. Wishing you and your business continued success.  

Rasa-LilaM
QuickBooks Team

Profit and Loss Budget Reports

Hello again, STA Treasurer.


I’m here to check if you have successfully condensed the report? Helping you build the report you need is my priority.


If you need further assistance with the process, post again, or leave a reply below. I’m always ready to lend a helping hand.

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