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Replying to:
MJoy_D
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Let me show you how to have this report in a fiscal year, @modo1

 

You’ll just have to set your fiscal year to start in September from your Company information. Then, when you run your Profit & Loss Budget vs. Actual report and set the Show column to Year, the report that will generate will be in a fiscal year.

 

First, set your fiscal year from the Company Information:

 

  1. Go to your Company menu and select My Company.
  2. Click the edit or pencil icon on the Company information part.  
  3. On the page that appears, go to Report information from the left tab.
  4. Choose September as the First month from the Fiscal Year drop-down.
  5. Hit the OK button once you’re done.

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Once you’re done, you can now go back to your Reports menu to run Profit & Loss Budget vs. Actual report. Here’s how:

  1. Run the report. Then, go to the Customize Report button to set the date range.
  2. Go to Display tab, then set the Report date range.
  3. Click OK once you’re done.

Check this article for more information: Create a budget or forecast in QuickBooks Desktop

 

For follow-up questions and additional assistance in generating this report, let me know by leaving a comment below. I’m always here to help. Have a good day!

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