From my perspective, one would forecast their P&L midstream during any given year. Info/data becomes known to us, for example, in the midst of the reporting year that we did not possess during budget creation. If I enter forecast data for, say, Aug thru Dec, will the QB's reporting use actuals thru July and read my forecast input for the out periods?Thank you for your help. Always enjoy your informative videos.
Hi Hector, I have budgets and forecasts in Enterprise. When downloading, there's only an option for "Budgets". The downloaded IIF contains both the budget and the forecast, however, there doesn't appear to be a field that distinguishes between the two, as the first column reads "BUD" for both budget and forecast rows. Am I missing something or it that just the way that it is? Thanks.
Hello Hector thank you so much for making this useful video. I just got a QB Pro 2016, how can I build a business plan on this version considering that it does not have the Business Plan tool? Please advise. Thank you.
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Thank you for teaching us this feature of Quickbooks Desktop.
You welcome
Very thorough. Thank you for making this.
From my perspective, one would forecast their P&L midstream during any given year. Info/data becomes known to us, for example, in the midst of the reporting year that we did not possess during budget creation. If I enter forecast data for, say, Aug thru Dec, will the QB's reporting use actuals thru July and read my forecast input for the out periods?Thank you for your help. Always enjoy your informative videos.
MrRoadcrankr not really
Great work....Impressive and super helpful....u r smart!!!
111lainy thanks.. glad you find it useful
Hi Hector, I have budgets and forecasts in Enterprise. When downloading, there's only an option for "Budgets". The downloaded IIF contains both the budget and the forecast, however, there doesn't appear to be a field that distinguishes between the two, as the first column reads "BUD" for both budget and forecast rows. Am I missing something or it that just the way that it is? Thanks.
there is no way to import/export forecast
Please specify which features at only available in accountant or enterprise desktop version
Theresa Higby most of the feature here are Premier, Accountant, and Enteprise.. not Pro
@@HectorGarciaCPA Thanks Hector. Can any of the forecasting be broken down by class?
Theresa Higby no
When working with the budget projector, this shows old bills that were already paid as past due. How can i delete these balances from the projector
Brianna T are the bills showing paid in quickbooks?
This is Useful tutorial . thanks
+Tavga Hawramy glad you like it
Hello Hector thank you so much for making this useful video. I just got a QB Pro 2016, how can I build a business plan on this version considering that it does not have the Business Plan tool? Please advise. Thank you.
Katumbella need accountant edition
how do i set up cost centers in quickbooks Enterprise or Pro etc.,??
Javed Shakir a CLASS is a cost center
Hector Garcia CPA thanks alot for your reply and you are doing a great job. Keep it up
Is a good video but is not working only at the begining
Video on Exporting/Importing Budgets with Excel: ua-cam.com/video/EVf9VXm6Sq8/v-deo.html