You can save time by importing company-wide and generic budgets rather than using actual reporting. This feature is ideal for non-profit organizations that need to manage profit and loss budgets.
Unfortunately, the QBO Advanced test drive does not include the import budgets functionality. Therefore, we were not able to provide you with screenshots or additional details about this feature.
To access the import budgets feature, navigate to the gear icon and select Budgeting. Follow the onscreen prompts to create a budget from scratch or import a budget using existing data. Keep in mind that budgets are only available in QBO Plus and QBO Advanced.Â
You can save a ton of time creating recurring invoices in QuickBooks by using the batch-create invoice feature. We will cover this topic next.
