Create a Budget in QuickBooks Online & Desktop version, is a straightforward process that helps manage your finances effectively. In QuickBooks Online, navigate to the “Settings” menu, select “Tools,” and click on “Budgeting.” From there, you can create a new budget by choosing the fiscal year, naming the budget, and entering your financial data. For QuickBooks Desktop, go to the “Company” menu, select “Planning & Budgeting,” and then “Set Up Budgets.” Here, you can create a new budget, customize it by class, customer, or job, and input your figures. Regularly reviewing and updating your budget ensures accurate financial tracking and helps achieve your business goals.
