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Replying to:
KlentB
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Hi there, nonprofit23230.

 

Thanks for adding additional details about your concern.

 

The Compare to same period option is unavailable in QuickBooks Online's Budget vs. Actuals report. You may need to export this report to an Excel file so you can further customize it. I'll show you how:

 

  1. Select Reports from the sidebar menu.
  2. Under the Business overview section, choose Budget vs. Actuals.
  3. Set the appropriate reporting date and accounting method, then click Run report.
  4. At the top of the report, click the Export icon and then choose Export to Excel.
  5. Save the file on your computer.
  6.  Open the report, then make sure to select Enable Editing so you can manipulate the data.

On the other hand, if you're referring to the Compare another period feature, you'll have to open your Budget vs. Actuals from the Reports menu, not on the Budgeting page. This way, you'll get the option to compare time periods side-by-side. Here's how:

 

  1. Select Reports from the sidebar menu.
  2. Under the Business overview section, choose Budget vs. Actuals.
  3. Set the appropriate reporting date and accounting method.
  4. From the Compare another period drop-down menu, select the appropriate comparison option.
  5. Click Run report.

Additionally, I recommend reading these articles to help streamline the reporting process in QuickBooks:
 

I'll be glad to assist you again if you need more help in managing your budgets and reports. Just post the details below and I'll get back to you as soon as I can.

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