Good day, Rick.
I'm here to help you in running the report you need.
In QuickBooks Online (QBO), we have the Budget vs. Actual report that you can run. It'll show your actual income and expenses compared to your budgeted amounts.
To pull up this report, here's how:
- Go to the Reports menu.
- Scroll down to the Business Overview section.
- Click the Budget vs Actuals report.
- Set the Report period, Budget, and Accounting method.
- Click Run report.
If you want to filter the report to focus on the details that matter to you the most, you can do so by customizing the report. To know more about this process, you can refer to this article: Customize reports in QuickBooks Online.
If you need help closing out your current year and preparing for the upcoming year in QuickBooks with your accountant, you may want to refer to this resource: Year-end guide for QuickBooks Online.
Let me know in the comments if you have other reporting concerns in QBO. I'm always around to help. Have a great day!
