How to Use QuickBooks Online Budgets: Consolidated Budget
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- čas přidán 24. 07. 2024
- In this video, we take a look at budgeting with QuickBooks Online using the Consolidated Budget format. Whether you're new to budgeting or simply want to streamline your financial planning process, this video has you covered.
I'll show you how to compare your budgeted figures with your actual income and expenses using the Budget vs. Actuals report, which is key to tracking your financial progress.
Watch the full video for detailed insights and tips on leveraging QuickBooks Online for efficient budget management. Remember, successful budgeting can help you make informed financial decisions and pave the way for your business's financial success.
To create a budget in QuickBooks Online, you'll need either the Plus or Advanced edition.
Read the blog version with step-by-step instructions and screenshots at: gentlefrog.com/how-to-quickbo...
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Timestamps
00:00 - Intro
00:19 - Navigating to budgeting
00:40 - Creating a new budget
01:28 - Setting up and adding budget data
04:44 - Renaming a budget
05:00 - Edit a budget
05:24 - Budget vs. Actuals report
08:27 - Outro
#quickbooksonline #bookkeeping #qbo #budget #budgeting
This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
Great explanation !
Thank you! I'm glad you like it.