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ALSWilcox
Level 1

How do I create a budget from data in QuickBooks SE?

How do I create a budget from data in QuickBooks SE?

 

Trying to create a budget, but no options exist in the SE online product. They do exists for other variants, but I haven't been able to find anything for this one. Any ideas?

1 Comment 1
jamesjdt
Moderator

How do I create a budget from data in QuickBooks SE?

Creating a budget using your data in QuickBooks Self-Employed is not yet possible, ALSWilcox. The Budgeting feature is only available in QuickBooks Online Plus, Advanced, and Accountant plans.

 

You can upgrade from QuickBooks Self-Employed to QuickBooks Online. Just select one of the plans I mentioned for upgrading to, and follow the on-screen instructions. Here's the article for additional reference: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Once the upgrade is successful, you can create the budget report using your data.

 

Let us know if you have additional questions or require further assistance.

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