Important: All budgets must be account-based.
You can create budgets for either Profit and Loss accounts or
Balance Sheet accounts by fiscal year.
To do this task
Go to the Company menu, choose Planning & Budgeting, and then click Set
Note: If a budget currently exists, the most recent
budget will be displayed in the Set Up Budgets window.
How do I modify an existing
Click Create New Budget.
Choose the fiscal year for the new budget, and choose Profit and Loss (income and expense) or
If you choose Profit and Loss, you can specify additional
criteria of either Customer:Job or Class, if class tracking has
been turned on.
How do I turn class
Choose whether you want to create the budget from scratch or
from the previous year's actual data.
Click Finish to create the new budget.
How many budgets can I create?
Creating and using budgets