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  1. #1
    Join Date
    Apr 2020
    Location
    Portland
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    Default How to Create a Budget in QuickBooks?

    Create a Budget in QuickBooks has a lot of features like Batch invoicing, inventory tracking, etc. Creating a budget is also one of the features in QuickBooks. You can create a budget in both QuickBooks Desktop and QuickBooks Online. QB Desktop has budgeting and estimating tools that will assist you in planning and making decisions for your business.
    Before setting up a budget, you need to ensure that the fiscal year has been set correctly. To check your fiscal year setting, you can follow the points written below:
    Click on Reports > Company & Financial > Profit and Loss Detail.
    Select Dates > Last Fiscal Year.
    You will know the steps to Create a budget in QuickBooks Desktop in the following blog. We will also explain the steps to delete and edit a budget.

  2. #2

    Default

    Go to the Company menu and hover over Planning & Budgeting. ...

    Select Create New Budget.

    Set the fiscal year for the budget, then choose either Profit and Loss and Balance Sheet. ...

    If you select Profit and Loss, select either Create budget from scratch or Create budget from the previous year's actual data.

    Select Finish.

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    Terrance
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