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Replying to:
Rubielyn_J
QuickBooks Team

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Let me share some information about exporting reports in QuickBooks, @JodyBowe.

 

In QuickBooks Online, you can export reports to an Excel and PDF format. Currently, the option to generate and export  Annual Budget VS. Current Actuals reports is unavailable. 

 

At times, we roll out enhancements based on our customer's requests. That being said, I suggest sending a recommendation to our product developers. They'll review this idea and might consider updating it in the future.

 

Here's how:

 

  1. Go to the Gear located at the top.
  2. Under Profile, click Feedback.
  3. Enter your recommendation and select Submit.

 

In the meantime, we can run a Budget VS. Actuals in your QBO account. Then, export them through an Excel file to customize them outside QuickBooks.

 

Here's how:

 

  1. Go to Business overview and select Reports (Take me there).
  2. Search for and select the Budget VS. Actuals reports.
  3. At the top of the report, click the Export icon. 
  4. Select Export to Excel.
  5. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

 

You can also create custom reports to get the data that focus on the details that matter the most to you. Then, memorize them if you want the same settings of the customized report to be available for future use. This way, you do not have to go through the customization process again. 

 

Hope that answers your question about exporting Annual Budget VS. Current Actuals reports. I'll be around to help if you have further concerns. Have a good day!

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