cancel
Showing results for 
Search instead for 
Did you mean: 
Not applicable

I would like to enter a budget for a new customer and the customer name is not included in the drop down menu to enter the budget information. Any advice?

 
1 Comment
Highlighted
QuickBooks Team

Re: I would like to enter a budget for a new customer and the customer name is not included in th...

Hello there, carylbaron1.

 

Let's first make sure the customer is added on your customer list. I'll walk you through how:

 

  1. Go to the Sales menu.
  2. Choose Customers.
  3. Click New customer.
  4. From the Customer information, fill in the necessary information.
  5. Select Save.

For your reference on how to set up a new customer, check out this article: Manage your customer list.

 

Once done, you can now create a budget. I'd be happy to walk you through the steps below:

 

  1. Select Settings.
  2. Under Tools, select Budgeting.
  3. Select Add budget.
  4. Enter a budget name in the Name field.
  5. From the Financial Year drop-down list, select the financial year for the budget.
  6. Use the options on the Interval drop-down menu to specify whether the budget is MonthlyQuarterly, or Yearly.
  7. From the Subdivide by drop-down, choose Customer.
  8. The Add subdivided budget for field pops up. From there, choose the customer.
  9. Click Next.
    Budget.PNG

  10. If you did not use the Pre-fill data option, enter data into the table.
  11. Select Save or Save and close.

I've got an article made handy for you to learn more about managing budgets in QBO: Create, edit, and manage budgets.

 

Should you need help with anything QuickBooks, just let me know. I'm here to help. Have a good one.

Need to get in touch?

Contact us