Hello @Panthers22 .
Thanks for "dropping -in" today. I'd be happy to help you get started with creating a budget.
In QuickBooks Online Plus and Advanced, you can create budgets based on your accounting data. Once your budgets are in QuickBooks, you can review and adjust everything. Then run financial reports to compare your actual sales and expenses with your budget.
To create a budget, sign in to your QuickBooks Online, then:
- Go to Settings ⚙ and select Budgeting.
- Click Add Budget.
- Select Edit.
- Edit each account one month at a time.
- To change the time period from month-to-month to quarterly or yearly, select the Gear ⚙ at the top of the budget. Then select Quarter or Year.
- Select Save or Save and close.
You can also set up class tracking and set target budgets for those classes.
