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
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.
0 comments:
Post a Comment