Nonprofit Budget set up

Forum|Forum|11 months ago
August 6, 2025
1 reply
3 views

We use Enterprise Nonprofit 23.0

I am trying to set up a budget that incudes all classes except for one. For example: I want to see everything except for anything classed Hartnell Property. Can I, and how do I set this up? I know I can set up a budget showing me just one class, but that does not solve my problem. My board wants to see this class excluded form my P&L. Thank you!

QuickBooks Enterprise Suite

JoesemM

QuickBooks Team

You need to make inactive the class that you want to exclude before you create a budget, ahendersonrcs.

QuickBooks Desktop doesn't have a built-in option to exclude a specific class when setting up a budget. To make the class inactive, follow the steps below:

Go to the Lists menu and select Class List.
Right-click on the class you want to exclude (e.g., Hartnell Property) and select Make Class Inactive.
Then, go to the Company menu and create a budget. The inactive class will no longer appear in the budget setup. See the difference below:

For additional guidance on creating budgets in QuickBooks Desktop, check out the article: Create a Budget or Forecast in QuickBooks Desktop.

Feel free to ask more questions if you need further assistance. I'm here to help.

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