To add a line to the budget, you need to add an account to your Chart of Accounts. The Chart of Accounts will determined the layout for the budget. Here's a post I did on the subject that may help: jctaccounting.com/2023/05/05/quickbooks-online-setting-up-the-chart-of-accounts/
It is! I think I show this during the second half of the video. You need to download their template first. I then copied and pasted from the budge the Finance Committee set into this QuickBooks template.
Thanks
No problem
Can you run an income statement compared to budget report?
You can, but it is usually called something different. I see Profit & Loss or Statement of Activities. That is the same thing as an Income Statement.
how to customize the budget line item or add a new line item in my budget
To add a line to the budget, you need to add an account to your Chart of Accounts. The Chart of Accounts will determined the layout for the budget. Here's a post I did on the subject that may help: jctaccounting.com/2023/05/05/quickbooks-online-setting-up-the-chart-of-accounts/
Hello Jeff, I would like to know if there is a possibility to import budget plan from Excel file into QBO Plus! Thank you!
It is! I think I show this during the second half of the video. You need to download their template first. I then copied and pasted from the budge the Finance Committee set into this QuickBooks template.
@@JeffPospisil Thank you so much!
My version QBO Plus Global version, there is no option to import
I have the US version. I'm kind of disappointed at how slow QuickBooks is at rolling out features for the global version. Sorry!