About This Course

Who this course is for:

  • Accountants
  • Bookkeepers
  • Business owners

What you’ll learn: 

  • Budgeting process
  • How to export reports to Excel to help format future projections for income statement and balance sheet
  • Generate budget reports and comparison data (actual vs budget)

Software version used in the course: 

  • QuickBooks Desktop Pro 2021

This is the fifth in a series of courses covering QuickBooks Desktop Pro 2021, comprehensively.

We will discuss the budgeting process in general, how QuickBooks fits into it, and how to enter a budget into QuickBooks.

The course will discuss how prior period reports can be exported to Excel to help format future projections. We will consider future projections for both the income statement and the balance sheet.

We will enter the budgeted data into QuickBooks to generate both a budgeted balance sheet and budgeted income statements.

The course will demonstrate how to generate budget reports, including reports that compare budgeted data to actual data.

Our Promise to You

By the end of this course, you will have learned budget entry and reports in QuickBooks.

30 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn more about using QuickBooks Desktop 2021.

Course Curriculum

Section 1 - Overview
Data Files To Download 00:00:00
Budgeting Overview 00:00:00
Section 2 - Budgeted Income Statement Or Profit And Loss
Budgeted Income Statement Excel 00:00:00
Budgeted Income Statement Data Input 00:00:00
Budgeted Income Statement Reports 00:00:00
Section 3 - Budgeted Balance Sheet
Budgeted Balance Sheet Excel 00:00:00
Budgeted Balance Sheet Data Input 00:00:00
Budgeted Balance Sheet Reports 00:00:00
Section 4 - Cash Flow Projector
Cash Flow Projector 00:00:00
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