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Forecast Data in QuickBooks Premier | CLEARIFY

Posted in: QQube    General QQube Usability

Forecast Data in QuickBooks Premier

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  • Is it possible to run a report that includes actual/budget/forecast P&L from QuickBooks Premier?  If so, how?  I have tried using:

    • The Enterprise only versions and they (not surprisingly) don't pull any P&L data at all
    • The Profit and Loss Detail report has fields for Budget and Forecast, but the values are all zero despite a budget and forecast being loaded into QuickBooks.


  • Answered

    This is a limitation of the Intuit SDK (Software Development Kit).  With Enterprise we can use an additional method to extract certain data, but with Pro/Premiere we can only use the SDK.

    Financial Summary (and by class) has actual and budget, but that is it.

  • Hi Shannon - I can double confirm that QQube offers Budget data for Pro and Premier? Thanks!

    Angela Meharg Founder, Datisfy Inc. +1 800-801-4024
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