How can I run the budget by month? I only see an option to print the total.

Run built-in standard “Budget Overview” report. From the home page screen > blue navigation bar on the left > reports > go to report > type “Budget Overview” to run report Select “Customize” button Go to “Rows/Columns” Select “Accounts vs Months” under “Show Grid” heading Optional: Numbers > Show All Numbers > “Without Cents” check-box Run Report

How to run previous months (not last reconciled) bank reconciliation reports in new QuickBooks Online?

This new QBO is very unfriendly on navigating previous months (not last reconciliation) bank reconciliation report. You can get it, although it’s hidden. It just takes one extra step to run this report. From the home page screen Select blue navigation bar on the left Select Reports Type in “Reconciliation Reports” in the search box (Gor […]

How to set up vendor payment term where all bills are due month-end of the following month? For example, April vendor bills are due on 31st of May.

To setup “Term” in new QuickBooks Online: From the homepage screen Select the Company Gear (upper-corner) Select “All Lists” under Lists heading Select “Terms” Select “New” button New Term screen will open Name = Due following month end (or name as needed) Select “Due following month end” Enter “31” day of month Under Due the […]