Hi there!

I do the bookkeeping for a small educational charity based in East Malling called Communigrow and we're now trying to fine tune our budgets on Quickbooks having drawn up the draft budgets on spreadsheets. 

Generally it's straightforward creating a new budget on QB but I have a problem putting in the opening balances of each month - this is the carry forward balance from 31 Dec 2019 then 31 Jan 2020 and so forth for each month. It's easy to put a formula in on spreadsheets (op bal plus income less expenditure) for this but how does one do it on Quickbooks please? am I making sense?

The help button on QB hasn't got any tips and the call centre is not available. I could ask the QB online community but since I'm here now...😀

Appreciate any advice, links etc

Thank you!

Best wishes,

Eleanor