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1 reply

Moderator
January 20, 2024

I appreciate you visiting the Community, tethomasernest.

 

I'll add some information regarding adding a budget in QuickBooks Online (QBO)

 

Creating a budget is essential for the financial stability of your business. However, you can only add a budget in QBO for Profit and Loss accounts, which don't include assets.

 

Therefore, I recommend sending feedback directly to our product engineers. They can incorporate your ideas, especially when working on future product updates, ensuring the program meets your business needs.

 

Here's how:

 

  1. Proceed to the Gear icon.
  2. Select Feedback.
  3. Enter your product improvement ideas.
  4. Click Next to submit.

 

In the meantime, you can create a budget outside QBO. You can also utilize a third-party application you can integrate with the program. Consider visiting this website to look for one: QuickBooks App Store | Online Tools to Power Your Business.

 

On the other hand, you might want to review this article to get beneficial insights from your business to guide you with the budgeting process: Common custom reports in QuickBooks Online.

 

I'm always around if you have additional questions when creating a budget or other related concerns in QuickBooks Online. Just keep me updated here in the thread.