Profit & Loss Budget Performance Report

Hello, NancyVining.

I can provide information about the Profit & Loss report that you'd like to pull up in QuickBooks Online (QBO).

Currently, the ability to filter the Profit & Loss report by account is unavailable in QBO. However, you can manually export the report to Excel and customize it from there as a workaround.

Here's how to do it:

1. At the top of the report, select the Export icon. Then click Export to Excel.
2. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

I can see how having this option would be helpful for you and your business. I highly suggest sending feedback directly to our product developers. They are always looking for ideas to consider on how to improve QBO.

Here's how to submit feedback:

1. In QBO, click the Gear (Settings) icon at the top right.
2. Select Feedback.
3. Enter your comments or product suggestions. Then tick Next to submit feedback.

In case you need it, I'll add this article that tackles customizing reports in QBO for further guidance: Customize reports in QuickBooks Online.

I also recommend visiting our website for more tips and other resources you can use in the future: Self-help articles.

I'm only a post away if you have more questions about reports or anything else QuickBooks. I'll be here to assist. Stay safe.

Thank you, but that export to excel is not what I am looking for.  That would require me to manually add a column with the annual budget every single month by line item.  Very time consuming for me.  I will send a suggestion to the developers.  I'm not sure why this wouldn't be an option in Online.  All nonprofits, churches, etc need the ability to see this information monthly.  

I was able to create two reports in QBO one for the current month and one for the YTD total. I exported both to excel. I was then able to easily copy and past the YTD total onto the current month. Still annoying that this report is not yet available in QBO.

I used this report every month in QBD. Disappointed that QBO is missing so many things from QBD.

Our church has used this report in QBD for many years. Please consider adding to QBO.  I thought QBO would save us time, but so far that isn’t the case.

I completely understand your disappointment with the current situation, CSL53. Allow me to provide insights about generating reports in QBO.

I see how important and beneficial for you and your company to run a Profit and Loss Budget Performance report. As mentioned by my colleague above, this option is currently unavailable.

To ensure it receives attention from our product engineers, I suggest using the feedback option, enabling us to enhance the program's features accordingly.

Here's how:

1. Navigate to the Gear icon at the top.
2. Click Feedback.
3. Enter your comments or product suggestions. 
4. Then select Next to submit feedback.

In the meantime, you can utilize the reports available in your QBO account, which contain the data you wish to see.

Additionally, consider making use of the following articles that can help you efficiently manage your reports in QBO. They offer valuable tips on personalizing and saving your statements in QuickBooks.

• Memorize reports in QuickBooks Online
• Customize reports in QuickBooks Online.

If you have any additional suggestions, questions, or concerns, please don't hesitate to share them with us. We value your input and look forward to addressing any further needs you may have.

So glad I saw this!  I've got three clients and have been investigating a possible change to QBO. We use this report all the time for all three clients.  QBO is missing so many things. : (