Description:

In this video we show to you how budgets and forecasts works in QuickBooks Desktop

Video:

Table of contents:

  • 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
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