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QuickBooks Desktop 2021 #5 – Budgeting


This course includes lifetime access so you can complete it at your own speed. This course is designed for those interested to learn the basics of QuickBooks Desktop 2021 software in accounting, how to enter budget data, facilitate future projections, and extract reports for comparison purposes. Benefits of taking this course include: Unlimited and lifetime access to the course Learn the course at your own pace Course can be accessed on any platform 24/7 Customer support

SKU: 295328 Category:


Accounting and finance


Who this course is for:

  • Accountants
  • Bookkeepers
  • Business owners

What you’ll learn:

  • Budgeting process
  • How to export reports to Excel to help format future projections for income statement and balance sheet
  • Generate budget reports and comparison data (actual vs budget)

Software version used in the course:

  • QuickBooks Desktop Pro 2021

This is the fifth in a series of courses covering QuickBooks Desktop Pro 2021, comprehensively.

We will discuss the budgeting process in general, 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.

The QuickBooks Desktop 2021 #5 – Budgeting will cover the following topics:

Section 1 – Overview

  • Data Files To Download
  • Budgeting Overview

Section 2 – Budgeted Income Statement Or Profit And Loss

  • Budgeted Income Statement Excel
  • Budgeted Income Statement Data Input
  • Budgeted Income Statement Reports

Section 3 – Budgeted Balance Sheet

  • Budgeted Balance Sheet Excel
  • Budgeted Balance Sheet Data Input
  • Budgeted Balance Sheet Reports

Section 4 – Cash Flow Projector

  • Cash Flow Projector