How do you set up a Balance Sheet budget for a nonprofit?

You can use the Budgeting feature offered by QuickBooks Online (QBO) to set up your Balance Sheet budget, Kathleen.

Before we begin, please know that this feature is exclusive to QBO Plus and Advanced subscribers. If you're not in these plans, I suggest upgrading your version.

To set up your nonprofit company's Balance Sheet budget, please follow the steps below:

1. Open your QBO account.
2. Head to the Gear icon and select Budgeting.
3. Click Create new, and choose Balance sheet on the Budget type.
4. Select the fiscal year for which you're creating the budget.
5. Choose how you want to add numbers to your budget.
6. Select Next.

I'll also include this article to help you run the designated reports needed to track your financial goals in QuickBooks: Run budget reports.

To maximize the benefits of QuickBooks, I recommend contacting our QuickBooks Live Expert Assistant. They can offer tailored guidance specific to your business needs.

You're always welcome to visit this forum if you have other concerns.