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 Actual Report. And save that customized report and make it My Custom Reports. Next time, you can run it from My Custom Reports tab.(Budget feature is available only in PLUS plan subscription in QBO). To customize the report: Run the regular Budget vs… Continue reading How can I run the Budget vs Actual Report for just one specific customer

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

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… Continue reading Can I make a copy of a budget in new QuickBooks Online?