This blog is created to train people on QuickBooks Accounting Software and also for students and graduates in order to add to their skill and knowledge
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Friday 13 September 2013

Preparing a budget helps to prepare for future income and expenditures. The following steps are the way to create budget in QuickBooks.
1) Click ‘Company’ at the menu bar and select ‘Planning & Budgeting’ from the drop down list, another drop down list appears after clicking ‘Planning & Budgeting’. Click ‘Set Up Budgets' 

2) The ‘Create New Budget’ window below appears. 

Set the year you want to create the budget by clicking on the drop don arrow in the box.
Select the type of budget you want to create by clicking on the button.
Click ‘Next’ to continue

3) The window below appears 

A: Click ‘Customer: Job’ if there is an additional criteria to the budget
B: Click ‘Back’ to go back to the previous page
C: Click ‘Next’ to continue
4) The window below appears 

 A: Select from the two options how you want to create a budget
 B: Click ‘Back’ to go back to the previous window
 C: Click ‘Finish’ to continue
5) The ‘Set Up Budget’ window below appears 
A: Fill in the amount budgeted for each month in the tabs
B: Click ‘Copy Across’ in order to copy amount entered in a month to the rest of the months
C: Click Adjust Row Amounts in order to adjust the amount for each month 
Click the drop down arrow in order to select from the drop down list the one suitable for the budget. Here, 1st month is chosen 

Select from the options by clicking the belly button the one that suits your budget and fill in the amount in the box.
Click ‘OK’ to continue.
D: Click ‘Save’ in order to save the budget created
E: Click ‘OK’ when done.


This blog is created to train people on QuickBooks Accounting Software and also for students and graduates in order to add to their skill and knowledge. Contact me ogundele.oluwafemidaniel@gmail.com

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