Can I create an excel extract with current year reference data compared to next year's budget? I want to be able to extract that for a side by side in excel. How can I?

PKECharity · ‎September 05, 2025

Budget view shows current year data as reference data. I then make adjustments to next years budget. I can see it online. However, when I extract it to excel I lose the reference data for a side by side comparison.

AntoniettaE

You can export the current year reference data and next year's budget separately from QuickBooks Online (QBO) and merge them in Excel for side-by-side comparison, @PKECharity.

While QBO does not export all comparison data seamlessly for side-by-side analysis in Excel, I recommend exploring a 3rd party application or budgeting apps that integrate with QBO to meet your needs.

If you have any additional questions, please don't hesitate to reply. We're here to help.

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Can I create an excel extract with current year reference data compared to next year's budget? I want to be able to extract that for a side by side in excel. How can I?

Can I create an excel extract with current year reference data compared to next year's budget? I want to be able to extract that for a side by side in excel. How can I?

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