![]() Select the Columns ▼ dropdown menu, then select Total Only. In the report window, select the Customize button. To see only one customer or job, select the Filters tab, then filter by name. Select the Row Axis ▼ dropdown menu, then select Customer: Job. Select the Filters tab, then filter by specific income and expense accounts, or to just one account. Some tips to see how you're doing against a budget: If you set up budget items for It also includes the actual account balances as of the last day of the month and the difference between your budgeted and actual account balances. Actual: This shows your monthly budget amounts for each balance sheet account. Balance Sheet Budget Overview: This shows your monthly budget amounts for each balance sheet account.It also includes the actual amount you spent on each job and the difference between your budgeted and actual amounts. Actual by Job: This shows your total budget amounts by customer and job for each income and expense account. Profit & Loss Budget by Job Overview: This shows your total budget amounts by customer and job for each income and expense account.It also shows you the difference between your budgeted and actual amounts. Actual: This shows your monthly budget amounts for each income and expense account including the actual amount you spend. Profit and Loss Budget Overview: This shows your monthly budget amounts for each income and expense account.Go to the Reports menu, then select Budgets.You can create these after you set up a budget. QuickBooks for Mac offers six types of budget reports. Then the first month is the fiscal year.Go to the Preferences menu, then select My Company.If you change these preferences, you’ll need to refresh your budget to see the new column arrangement. QuickBooks displays the columns in your budget according to the preferences you’ve set. You can right-click a cell and select an option to speed your data entry.You can enter an amount in the Total column, then QuickBooks will calculate the monthly and quarterly amounts.You can change or add an amount in the column next to the account you want to change.For a balance sheet account: Enter the end balance you project for the account for each month.For an income or expense account: Enter the amount you project for the account for each month.From the Budget ▼ dropdown menu, select the fiscal year of the budget you want to change.You can always go back to the budget and make changes to it. You’ll see a sheet explaining QuickBooks will use data from the previous fiscal year to generate the new budget. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |