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 […]

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 […]