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:
Rea_M
Moderator

Reply to message

Hello there, JDpenelope.

 

You can go back to the  budget you've created to add a budgeted amount. This way, you'll be able to edit the amounts indicated in your accounts.

  1. Go to the Company menu.
  2. Select Planning & Budgeting, then choose Set Up Budgets.
  3. Choose the budget you've created by clicking the Budget drop-down arrow.
  4. Click the field to enter the budget amount.

You need to click the Save button to implement the update, then select OK once done. I've attached screenshot below for your reference.

 

To learn more on how to use your data to create budgets, you can check out this article: Create a budget or forecast in QuickBooks Desktop. It also contains steps on how you can create forecasts to predict future revenue and cash flow.

 

Please let me know if you have other concerns. I'm just around to help.

Need to get in touch?

Contact us