Do you spend hours every month getting budget reports ready for your board meeting? Do you have to reenter and manipulate QuickBooks data in Excel to get that one “challenging” board member the report they want? Do you struggle with getting a Budget to Actual report out of QuickBooks that has prior year/prior period amounts or annual budgets (if budgeting monthly) in the format that you need?
In this webinar, we will first explore how to enter budgets and generate budget reports for your organization right in QuickBooks! No more fooling with Excel. Get your board report in minutes, not hours!
We will show you how to:
- Utilize best practices for creating good budget amounts for each line item via prior year actuals
- Enter budgets by month, quarter or year
- Enter separate budgets for specific programs
- Generate multiple budget reports for each of your budgets