Learn about budgeting in QuickBooks – creating a budget, generating a budgeted balance sheet, and generating reports.
Read more.Instructor
Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI
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Who this course is for:
- Accountants
- Bookkeepers
- Small business owners
What you’ll learn:Â
- Enter a budget in QuickBooks
- Export period reports from Excel
- Generate both a budgeted balance sheet and budgeted income statements
- How to generate budget reports
Requirements:Â
- No prior knowledge is required to take this courseÂ
- Access to the softwareÂ
- Completed QuickBooks Online 2021 #1-#4
Software version used in the course:
- QuickBooks Online 2021
This is the fifth in a series of courses covering QuickBooks Online 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 how to enter a budget into QuickBooks Online.
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Course Curriculum
Section 1 - Overview | |||
Data Files To Use For Reference | 00:00:00 | ||
Budgeting Overview | 00:00:00 | ||
Transfer Data From QuickBooks Desktop Backup File | 00:00:00 | ||
Budgeted Income Statement Excel | 00:00:00 | ||
Budgeted Income Statement Data Input | 00:00:00 | ||
Budgeted Income Statement Reports | 00:00:00 |