Course curriculum

    1. 1012 30 Day Free Trial or Purchase Process

    2. 6010 Restore & Backup Data Files

    3. Backup File to Download and Restore

    4. 11100 Budgeting Overview

    5. Documents to Download

    1. 11120 Budgeted Income Statement Export to Excel & Modify Part 1

    2. 11122 Budgeted Income Statement Export to Excel & Modify Part 2

    1. 11140 Budgeted Income Statement Data Input

    2. 11160 Budgeted Income Statement Reports

    1. 11180 Budgeted Balance Sheet Export to Excel

    2. 11181 Budgeted Balance Sheet Export to Excel Part 2

    1. 11200 Budgeted Balance Sheet Data Input

    2. 11220 Budgeted Balance Sheet Reports

About this course

  • $35.00
  • 13 lessons
  • 2.5 hours of video content

Description

We will discuss the budgeting process generally, 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.