When you create a budget in Quickbooks desktop, will it notify you if you are going to go over budget?
We are in the process of applying for some grants (We are a for profit business), and one of the controls we have to have in place is a notification system that tells us when we are going to spend over our budget. Is there anything in QB that will alert us to overspending?
Solved! Go to Solution.
Welcome to the Community, ApexBoss.
I know how important it is to keep track of our budget in the system. However, in QuickBooks Desktop, the option to notify us if we exceed our budget is unavailable.
While this isn't available, I'd recommend submitting your feedback to help improve the program by going to the Send Feedback Online feature in QuickBooks Desktop.
As a workaround, I recommend keeping a close eye on the budget to avoid overspending.
To know more about how the budget works in QuickBooks, check out this article: Create a budget or forecast in QuickBooks Desktop. On the same link, we'll find what report to pull up to review our budgets and forecasts.
Additionally, I recommend customizing the report to get the specific details you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use.
Please let me know if there is anything else I can do for you, ApexBoss. I'm always willing to assist. Have a wonderful day!
Welcome to the Community, ApexBoss.
I know how important it is to keep track of our budget in the system. However, in QuickBooks Desktop, the option to notify us if we exceed our budget is unavailable.
While this isn't available, I'd recommend submitting your feedback to help improve the program by going to the Send Feedback Online feature in QuickBooks Desktop.
As a workaround, I recommend keeping a close eye on the budget to avoid overspending.
To know more about how the budget works in QuickBooks, check out this article: Create a budget or forecast in QuickBooks Desktop. On the same link, we'll find what report to pull up to review our budgets and forecasts.
Additionally, I recommend customizing the report to get the specific details you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use.
Please let me know if there is anything else I can do for you, ApexBoss. I'm always willing to assist. Have a wonderful day!
Hi, ApexBoss.
Hope you're doing great. I wanted to see how everything is going about your budgets. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.
Looking forward to your reply. Have a pleasant day ahead.
File your business taxes with confidence thanks to our 100% accurate guarantee.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here
These cookies are strictly necessary to provide you with the services and features available through our site. Because these cookies are strictly necessary to deliver the site, you cannot refuse them without impacting how the site functions.
These cookies are used to make advertising messages more relevant to you and your interests. They also perform functions like preventing the same ad from continuously reappearing, ensuring that ads are properly displayed, and in some cases selecting advertisements that are based on your interests.