To access the Historical Data Dashboard, click on the Historical Data icon at the top right of your screen. This icon can look like one of the following, depending on if you synchronized with QuickBooks Online (QBO) or not:
Once you are in this sub-menu, click on the title/hyperlink: "Historical Dashboard".
In the Historical Dashboard, you will find many additional settings relating to your historical data. The "Questions" column will provide you with an informative pop-up that briefly describes the information in the row. The "Learn More" column will direct you to an article from our Knowledge Base that can provide you with additional information that will be more detailed.
If you scroll down further in the Historical Dashboard, you will find information relating to your "Company Settings". This is the same information/settings found in the normal company settings menu.
To access more information relating to your company settings, take a look at this list of related articles from our Knowledge Base:
- Company Settings Articles/Information
To the right of the Historical Dashboard, there will be different BLUE buttons with a variety of options.
Synchronize and import and/or review the synchronization between BUDGETO and the related accounting software, such as QuickBooks Online (QBO).
Modify the mapping of your BUDGETO account and the related accounting software, such as QuickBooks Online (QBO). Here, you can modify the mapping of your accounts, Capital Assets, Investments, Long-term debts (and related interest rates), and Share Capital.
To access more information relating to your current, take a look at this related article from our Knowledge Base:
- How to edit your MAPPING with QBO?
The following buttons are the exact same links found in the Historical Data sub-menu.
Here, you will be able to access your historical data reports, as well as any manual variations you wish to include/change.
For more information/understanding how to fill out your Historical Profit and Loss, as well as your Historical Balance Sheet, take a look at this article from our Knowledge Base:
- How to enter your HISTORICAL DATA Manually?
Related Articles (Please refer to the links below)