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Hi Jess,
This isn't quite what I was saying. So, here i will try again.
To run a consulting project we have a fee value in mind based on our day rate x no. days. This gives the project Budget.
Currently I have to extract the number of hours charged to a project from QBO into Excel and compare that to the project budget, for each project.
As you can imagine this is far from ideal is time consuming and with a few fine tweaks shoudl be possible within QBO as part of a project dashboard.
Does this facility exist in QBO?
What information do you need?