@lmmccarthy, I've never been able to make that work. I have to produce quarterly actuals to date vs. annual budget. I run the Actuals vs Budget report, customiz...
This is not working for me.We shortened our fiscal year in 2020-2021, so I want to run a report with ten months' transactions againstTWELVE month's budget.Inste...
So if I understand correctly, we will have fiscal years overlapping in QBO? Any reports we run for 2020-2021 need to be filtered to be run only through 6/30? Bu...
