Yes, you can.
I'd be glad to walk you through the process of running an Actual vs. Budget report per month in QuickBooks Online (QBO). Here's how:
Then, you can apply multiple filters to customise your report. Once you have the perfect set of filters, save them by clicking Save Customisation so you can run the same report in the future.
For more information about the process, see this link: Customise reports in QuickBooks Online.
In case you want to personalise and add specific info to your sales forms, refer to this article for the process: Customise invoices, quotes, and sales receipts in QuickBooks Online.
Let me know if there are other things I can help you. I'll be right here if you need anything else. Have a lovely day!
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