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September 5, 2025
Question

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?

  • September 5, 2025
  • 1 reply
  • 3 views

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.

1 reply

QuickBooks Team
September 5, 2025

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.

Unfortunately, QBO does not currently have a built-in capability to directly export a side-by-side comparison report for the budget and reference data into Excel. Even so, merging the two sets of data in Excel can help you achieve the comparison you need.

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