Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
Adrian_A
Moderator

Reply to message

 Let me help you how to create a budget, Ludus Magnus.

 

QuickBooks Online Budgeting feature uses the expense and income. To create a Project budget, you have the option to subdivide the budget per project.

 

Here's how:

  1. In the upper right corner, click the Gear icon.
  2. Under Tools, choose Budgeting.
  3. Select the Add budget button.
  4. In the Name field, enter a budget name.
  5. From the Fiscal Year drop-down, select the fiscal year for the budget.
  6. Use the options on the Interval drop-down menu to specify whether the budget is Monthly, Quarterly, or Yearly basis.
  7. From the Subdivide by drop-down, select Customer then choose the project. 
  8. Select Next.
  9. Enter the amount per account, then click Save and close.

 

You can learn more about managing budgets here: Create and import budgets into QuickBooks Online.

 

If you have other questions, you can always drop by the Community. We'll be here.

Need to get in touch?

Contact us