Learn the basics of the budgeting process and how to use QuickBooks to generate budgeted balance statements and income statements.
Read more.Instructor
Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI
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About This Course
Who this course is for:
- Accountants
- Bookkeepers
- Business owners
What you’ll learn:Â
- The budgeting process
- How to enter a budget into QuickBooks
- How to generate budget reports
Requirements:Â
- No prior knowledge is required to take this course
Software version used in the course:
- QuickBooks Desktop 2022
This course is the fifth in a series of courses covering QuickBooks Desktop Pro 2022 comprehensively.
We will discuss the budgeting process generally, 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 budgeting with QuickBooks.Â
10 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.Â
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Course Curriculum
| Section 1 - Introduction | |||
| Backup File To Be Restored | 00:00:00 | ||
| 6010 Restore And Backup Data Files | 00:00:00 | ||
| 11100 Budgeting Overview | 00:00:00 | ||
| Data File To Download | 00:00:00 | ||
| Section 2 - Budgeted Income Statement Export To Excel And Modify | |||
| 11120 Budgeted Income Statement Export To Excel And Modify Part 1 | 00:00:00 | ||
| 11122 Budgeted Income Statement Export To Excel And Modify Part 2 | 00:00:00 | ||
| Section 3 - Budgeted Income Statement Data Input And Reports | |||
| 11140 Budgeted Income Statement Data Input | 00:00:00 | ||
| 11160 Budgeted Income Statement Reports | 00:00:00 | ||
| Section 4 - Budgeted Balance Sheet Export To Excel | |||
| 11180 Budgeted Balance Sheet Export To Excel | 00:00:00 | ||
| 11181 Budgeted Balance Sheet Export To Excel Part 2 | 00:00:00 | ||
| Section 5 - Budgeted Balance Sheet Reports | |||
| 11220 Budgeted Balance Sheet Reports | 00:00:00 | ||
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