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Best answer January 08, 2021
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Hi there, mcumcnc.
Currently, there's no option to add the budget column for the annual vs period budget amount in the P&L Budget vs Actual Report. You can only add the column to show the actuals like $ difference and % of the budget. Meanwhile, the workaround is to export the report to Excel. Then, customize this to combine or add the columns for annual and current period budgets.
Here's how:
- From QuickBooks Desktop, go to the Reports menu and go to the P&L Budget vs Actual Report.
- Select the Excel on the toolbar. You can also select Print or Email to save the report as a PDF.
- To create a new Excel workbook, choose to Create New Worksheet. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Browse and then find the workbook on your computer. Keep in mind, this overwrites the existing workbook.
- When you’re ready to export, hit OK.
For additional information, you can click this article: Export reports as Excel workbooks in QuickBooks Desktop.
On the other hand, you can customize the report inside QuickBooks Desktop to see different date range. This way, you're able to view Last Year YTD or current year. I attach a screenshot below for visual reference.
Please refer to this article to see how QuickBooks Desktop allows you to customize any report that you generate to personalize the font and style of the report: Customize reports in QuickBooks Desktop.
Let me know if you have any other questions about reports. I'm a few clicks away to help. Have a good day!
Hi there, mcumcnc.
Currently, there's no option to add the budget column for the annual vs period budget amount in the P&L Budget vs Actual Report. You can only add the column to show the actuals like $ difference and % of the budget. Meanwhile, the workaround is to export the report to Excel. Then, customize this to combine or add the columns for annual and current period budgets.
Here's how:
- From QuickBooks Desktop, go to the Reports menu and go to the P&L Budget vs Actual Report.
- Select the Excel on the toolbar. You can also select Print or Email to save the report as a PDF.
- To create a new Excel workbook, choose to Create New Worksheet. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Browse and then find the workbook on your computer. Keep in mind, this overwrites the existing workbook.
- When you’re ready to export, hit OK.
For additional information, you can click this article: Export reports as Excel workbooks in QuickBooks Desktop.
On the other hand, you can customize the report inside QuickBooks Desktop to see different date range. This way, you're able to view Last Year YTD or current year. I attach a screenshot below for visual reference.
Please refer to this article to see how QuickBooks Desktop allows you to customize any report that you generate to personalize the font and style of the report: Customize reports in QuickBooks Desktop.
Let me know if you have any other questions about reports. I'm a few clicks away to help. Have a good day!
