How can I run the Budget vs Actual Report for just one specific customer
You will need to customize the report from the built-in Budget vs the Actual Report. And save that customized report and make it My Custom Reports. Next time, you can run it from the My Custom Reports tab. (The budget feature is available only in PLUS plan subscription in QBO). To customize the report: Run […]
Can I make a copy of a budget in new QuickBooks Online?
You can “copy from an existing budget” to create new budget. From the company gear (upper right hand corner) > Tools > Budgeting > select “New Budget” blue button (top right) It will take to mini-interview screens. Page 2 of 4 mini-screen page will give you selection to choose “copy from and existing budget” drop-down […]
How do you run a Budget vs Actual P&L report in new QuickBooks Online?
Budget Reports Budget vs. Actuals is a standard report in new QuickBooks Online. Once you have entered budget in QBO, you can run the following two reports: Budget Overview Budget vs. Actuals To run this report: From the home page screen Go to blue navigation bar on the left Select Reports Select “Go to report” […]