Display Month - QB Online

Hello _____,

Thank you for your email, I am happy to assist.

From what I can see, it looks like your documents are showing [ANNUAL/ONE TOTAL COLUMN] rather than monthly data. When you upload into CFO Scoreboard, what we're looking for is one column for each month, and a heading such as e.g. "Jan 2018" at the top of each column. To move forward, please export a new set of statements covering [DATE RANGE], selecting Month instead of Total Only in the “Columns” option. 

Before uploading the new statements, please clear out the dates from the document headers. CFO Scoreboard may otherwise try to use those as the date range. I have highlighted in blue where these occur in the attachments.

 Let me know if that works for you! Happy to help further if you have any questions or would like me to walk you through the export process.