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How do I set up a budget check period? (QuickBooks Online)

Updated over 2 months ago

  1. To set up a period for Budget Checking, select your Organisation in the main menu and open its Budget Checking section:​

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  2. Click on the icon next to your budget and select "Budget settings":​

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  3. Select a budget check period in which ApprovalMax is to check whether Bills/Expenses and Purchase Orders are in budget, or not:​

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    Budget periods:
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    • 1 month

    • Financial quarter (bulks of 3 months counting from the start of the financial year)

    • Half of a financial year (bulks of 6 months counting from the start of the financial year)

    • Financial year (bulk of 12 months counting from the start of the financial year)

    • YTD (rolling budget from the beginning of the financial year to the current month)

    • Year with a particular start month (12 months from the selected start month)

    • YTD starting from a particular month (rolling budget from the selected month to the current month)
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  4. Finally, click on SAVE to apply your changes.
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