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About This Course

Who this course is for:

  • Accountants
  • Bookkeepers
  • Small business owners

What you’ll learn: 

  • 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


  • No prior knowledge is required to take this course 
  • Access to the software 
  • 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.

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.

Get started today and learn more about QuickBooks Online 2021.

Course Curriculum

1h 12m

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