Managing and Editing Budgets in QBO

In this video, we walk through how to manage and edit QBO budgets using Amalgam’s two-way sync functionality. You'll learn how to download an existing budget from QBO, make updates directly in your spreadsheet, and sync those changes back to QBO. In this walkthrough, we cover: • Downloading and editing existing budget scenarios • Updating budget amounts by account and period • Working with departments, customer classes, and class tracking • Syncing budget changes back to QBO • Running Budget vs. Actual Profit & Loss reporting using your updated budget data