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How To Create A Budget In QuickBooks Pro

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Chelsea Krause

Chelsea Krause

Content Strategist - Accounting & eCommerce
Chelsea Krause is a writer who has specialized in accounting for over three years and is a QuickBooks Certified User. She has a BA in English & Creative Writing from George Fox University and studied at the University of Oxford as well. She has been quoted in Forbes and her work appears in Startup Nation, Small Business Bonfire, and Women on Business.
Chelsea Krause

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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?

      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

        Shannon

        Thank you – very helpful!

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