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Replying to:
SarahannC
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Hello there, ccurcioLL.

 

Let's get this thing done by manually entering budget by class in QuickBooks Online. You'll need to turn on the Class feature and create a class name first. Here's how:

 

  1. Go to the Gear icon.
  2. Select Account and Settings under Your Company.
  3. In the Advanced tab, turn the Class feature.
  4. Click Save. Then, Done.

 

Once done creating a class. You can then start entering a budget. Here's how:

 

  1. Still, go to the Gear icon.
  2. Select Budgeting under Tools.
  3. Click Add budget at the upper-right corner.
  4. Enter budget name. Then, select Class.
  5. Click Next to enter amounts.
  6. Then, hit Save.

 

Also, you can run the Budget Overview or Budget vs. Actuals report to view the data. Once you get there, utilize the Customize button. In the Filter section, make sure to tick the Class box and include all the class you created for the budget. Then, hit Run report to reflect the changes.

 

You may want to check these articles for information about QuickBooks reports:

 

 

Let me know if you have other questions. I'll respond and provide you the information you need from us. Take care always.

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