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How to Create, Edit, & Delete Budget in QuickBooks Desktop & Online

121 Views • 09/17/21
Dancing Numbers
Dancing Numbers

⁣To start budgeting, click the gear tool and choose the budgeting tab to open the budgeting window. https://www.dancingnumbers.com/create-edit-delete-budget-in-quickbooks/?utm_source=youtube&utm_medium=video&utm_campaign=yogesh

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Now you can select either the import or Add Budget button.

To create a budget, you will have to fill in all the details of the expenses month-wise in a yearly budget format.

Remember that entering all such figures is mandatory to have a current representation of the company financial abilities for expenditure.

Such Budgeting is often very helpful to keep a tab on the expenditure and earnings to help assess the real impact on finances of a company.

At any given point in time, you can delete any section of the budget if it is not relevant by simply clicking the close button on it.

Once you are done with the filling of all the information, you can click Save or Save and Close.

You can always try and edit the QuickBooks Budget whenever you need to.

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