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. : (

Please make this report available  - for all of us who have changed from desktop to online it is devastating to not have it avail. The work around is truly not an affective solution!

Your voice is valuable to us, @GVC01, and I genuinely understand your concern. Note that our team of dedicated product engineers is continuously striving to enhance QuickBooks to better fit your requirements.  Let me explain this to you.

I know how essential it is to pull up a Profit & Loss budget performance report, however, it is not yet available in QBO. With this, you can send a message to our developer team. We're continuously working to enhance the product's features to ensure our customers have the best online experience. The team can review your suggestion and may consider it for future product enhancements.

Here's how to send feedback:

1. Select the Gear icon, then choose Feedback.
2. Type in your comments or product suggestions.
3. Select Next to submit.

In the meantime, discover a variety of other reports within QBO that can help you handle your financial data or tracking your business sales utilizing QBO. See these articles as a guide:

• Run reports in QuickBooks Online
• Customize reports in QuickBooks Online

On the other hand, to check if what available report you can have with your current subscription in, read this reference to be guided: Reports included in your QuickBooks Online subscription. 

Your journey with QuickBooks Online is important to us, and I'm here to ensure you make the most of it. Drop a comment below with additional questions or concerns. Whether you're looking for help with managing reports or seeking solutions to any QuickBooks-related issues, I’m ready to offer again with a detailed and personalized guidance.

Adding to the discussion here. I also have struggled to work with QBO in this one regard, I need a P&L Budget Performance Report. 

I'm not sure why it's hard to give us what we had in QBD. I have been able to create a P&L report, and even a statement of financial activity report that would suffice, except it won't show budget line-items that have not had activity within the timeframe of the report. So a budget line that is only used a few times a year, won't show up until something is charged to that line. Making one of the points of the Budget Performace Report (what hasn't been spent...) a non-starter. 

If I include inactive lines, it includes every deleted and inactive lines from years prior. 

If there was a fix to this active/inactive line then i could maybe make the other reports work. 

And...the excel option is crazy. I'm making line-specific reports for 10+ employees monthly. 

I know that having a Profit and Loss Budget Performance report is significant for you, @jd76cliff.

As of now, the specific report you're looking for is unavailable in QuickBooks Online (QBO).

I can see that achieving this process would be a great addition to the program. With this, I encourage sending feature requests to our product developers outlining this suggestion. They're genuinely interested in hearing your input and highly encourage you to send your suggestions.

Here's a quick guide on how:

1. On the upper right corner, click the Gear icon.
2. Under Profile, choose Feedback.
3. Type in your suggestions.
4. Then select Next to submit.

Additionally, I'll be providing you with this article just in case you want to personalize the appearance and layout of your sales forms for an effective way to enhance your business communications in QBO: Customize invoices, estimates, and sales receipts.

I’m here to support you in every way because your success is my priority, and I want to make sure you feel confident and empowered in managing your financials. I look forward to assisting you further and helping your business continue to flourish.