Set goals in QuickBooks Sole Trader

Learn how to create and edit goals in QuickBooks Sole Trader.

Setting clear and achievable goals is crucial for the growth and success of any business. QuickBooks Sole Trader offers a robust platform to help you set, track, and achieve your business goals efficiently. 

With QuickBooks Sole Trader, you can set up two types of goals:

• Customer goals: These goals focus on expanding your customer base. Whether you aim to attract new clients or retain existing ones, setting customer goals helps you stay focused on growing your customer base.
  
• Income goals: These goals are centred around increasing your revenue. By setting income targets, you can track your financial progress and make informed decisions to boost your earnings.

How to set up a goal

1. Sign in to QuickBooks Sole Trader
2. Select Customers and goals
3. Select Set a goal
4. Select a goal type, then Next
5. Enter a name for your goal, set a target, and target date
6. Select Next
7. Select a path, then Next
8. Select Done

Track your progress in real time. The dashboard will give you a bird's-eye view of your goals, so you can monitor them closely.

Tip: QuickBooks Sole Trader offers a selection of recommended actions to help you.

How to edit a goal

Once you have set up a goal, you can edit it as and when you need to. To do this:

1. Select Customers and goals
2. Select Go to goals
3. Select the pencil edit icon
4. Make the required edits 
5. Select Done

Note: It’s not possible to edit a goal type once it’s been set up.