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How To Create A Budget In QuickBooks Pro

    Erica Seppala
  • 3 comments
  • Updated on:
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Erica Seppala

Erica Seppala

Expert Analyst & Reviewer at Merchant Maverick
An expert in accounting, finance, and point of sale, Erica has been researching and writing about all things small-business since 2018. Erica's insights into personal and business finance have been cited in numerous publications, including MSN, Real Simple, and Reader's Digest. She is a graduate of Limestone College.
Erica Seppala
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3 Comments

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    Janice

    Can this same approach be used to estimate end-of-year P&Ls and Balance Sheets to help forecast taxes due so as to plan year-end tax-saving strategies?

      This comment refers to an earlier version of this post and may be outdated.

      Chelsea Krause

      Hi Janice,

      Thanks for reaching out! You can create a profit and loss budget report in QuickBooks Pro. There is not a balance sheet budget report, but you can use the budgeting tool to forecast the accounts you would normally find on a balance sheet. Hope this helps!

      Best wishes,

      -Chelsea Krause

        This comment refers to an earlier version of this post and may be outdated.

        Shannon

        Thank you – very helpful!

          This comment refers to an earlier version of this post and may be outdated.

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