Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Budget

What is the best way to set up a budget in quick books online version?

3 Comments
Level 10

Budget

Gear>Budgeting (under tools)

Level 1

Budget

I don't have an option named "Budget" listed under Tools. Why not?

QuickBooks Team

Budget

Creating a budget is offered and available in the QBO Plus and Advanced versions, ProBrewer.

 

You might be using either the Simple Start or Essentials plan. This can be the reason why you can't see the Budget option. The list of available features based on the level of plan in this link: https://quickbooks.intuit.com/pricing/.

 

You can upgrade your subscription to be able to use this feature. Follow the steps in this article on how to do it: Upgrade your QuickBooks Online subscription.

 

Then, follow the steps here to create a budget: Create and import budgets into QuickBooks Online.

 

I"ll be around if you need anything else. 

Need to get in touch?

Contact us