QB Issue Resolution:

QuickBooks Online only allows you to separately view the Profit and Loss, and Budgets Overview reports. To combine them in one sheet, you’ll need to first, customize each report, then export them to an Excel file.

Here’s how it’s done in both of the reports:

Profit and Loss:

  1. In the left navigation pane, click Reports.
  2. Select the Recommended tab, then select Profit and Loss.
  3. Click the Customize button.
  4. Under Rows/Columns, put a mark on the Year-to-date (YTD) box.
  5. Click Run Report. Then click the Export icon and select Export to Excel.

Budget Overview:

  1. In the left navigation pane, click Reports.
  2. Type in Budget Overview in the go to report field.
  3. Click the Export icon and select Export to Excel.

Once done, manually merge the two excel files into one sheet. This gives you a better comparison view of the columns you need.

Reach back to me if you have questions, or if you need further clarifications.

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Resolution for Issue 'I want to create a report 5 columns P&L for the month, monthly budget, P&L YTD, YTD budget, Total Budget' available: Yes (Solved).
Source: Intuit Community forum.

I want to create a report 5 columns P&L for the month, monthly budget, P&L YTD, YTD budget, Total Budget: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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