Budgets and Forecasts in QuickBooks Desktop

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Hector Garcia CPA shows you how to work with Budgets and Forecasts inside QuickBooks Online

00:00:00 – Intro (options)
00:00:52 – How to set up a budget (company, planning & budgeting, set up budgets) (create new budget) (step by step) (example)
00:03:10 – Copy across button (set up budgets)
00:04:03 – Adjust row amounts
00:05:20 – Reports (budgets & forecasts, profit & loss budget performance) (budget overview)
00:06:32 – Reports (budgets & forecasts, budget vs actual)
00:07:45- Customize report (modify report: profit & loss budget vs actual) (fonts & numbers)
00:09:06 – Advanced options
00:09:32 – Company (planning & budgeting, set up budgets) (advanced options)
00:11:05 – Reports (budgets & forecasts, profit & loss budget performance)
00:12:24 – How to see my budget for my expenses (customize report) (filters)
00:13:10 – Print preview
00:13:36 – Forecast
00:14:19 – How to create a new forecast
00:15:09 – Reports (forecast vs actual)
00:15:54 – Budget vs actual graph

Excerpt of QB POWER HOUR 11/17/2016

Видео Budgets and Forecasts in QuickBooks Desktop канала Hector Garcia CPA