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Open QuickBooks Business Planner

Using your QuickBooks data and answers to simple step-by-step questions, a balance sheet, profit and loss statement, and statement of cash flows will automatically be projected for the next three years. The business plan is based on the format recommended by the U.S. Small Business Administration for loan applications or a bank line of credit.

To do this task

  1. Go to the Company menu and click Planning & Budgeting.

  2. Click Use Business Plan Tool.

See also

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PPRDQSSWS901 9142 Pro 2018 165c19