Skip to content
Live Classes and Webinars

Budgeting in QBO

For someone else
Alicia Katz Pollock
For someone else
Purchase for $37 or enter access code

Learn to expertly craft & manage budgets in QBO. Discover how to allocate funds efficiently, use advanced budgeting tools for projects & classes, and track spending to enhance your business's profitability.

You’ll Learn About

  • What is a Budget?
  • Create an annual and monthly budget for your company
  • Create a budget for a customer project
  • Create a budget by class
  • Reports:
    • Cash flow statement
    • Budget vs. actual
  • 3rd party cash forecasting apps


 After completing this course, you will be able to: 

  • Create a budget for your company
  • Create budgets by class or by customer
  • Base a budget on the prior year
  • Use shortcuts for fast data entry
  • Run reports to track progress


Instructional Level


Course Length

1.0 hour

Course Credits

1.0 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

QAS Self Study


  • QuickBooks Online Bootcamp
  • The QBO Chart of Accounts
  • Next Level Accounting in QBO 
  • Running Reports to Analyze Growth in QBO 

Who should take this class?

  • Bookkeepers and Accountants with e-commerce clients.
  • Business owners who take payments using PayPal, Square, and Etsy

Advance Preparation 



Preview this course:

Get a sneak peek of what's inside this value-packed training. Watch the brief video below to explore the topics we'll cover and see the quality of content you can expect. Your journey to mastering the material starts here!



Course Description

Budgeting is the basis for all business success. So when you only have a specific dollar amount to spend, it’s important to plan ahead and control your spending by allocating your funds by year, quarter, or month across your Profit and Loss categories.

This Royalwise course teaches everything you need to know about setting up your business' budget in QuickBooks Online. We make sure you know how to do it correctly!
We'll even show you how to subdivide by specific Customers, so you can create a budget for jobs and projects. You can also create budgets by class to divide up your revenue streams.

We’ll also look at Cash Flow Statements, and 3rd party apps that allow you to forecast into the future. Learn how informative reports allow business owners to concentrate on cash flow, reducing costs, improving profits, and increasing return on investment.

Sign up now so you can confidently use QBO's smart budgeting tools and make sure you will always have enough money for the important things you need, when you need it.



Learners rave: Find out why people love this course!

 Discover the overwhelming praise as past learners share their experiences with this course. See all the reviews by clicking the 'Reviews' tab near the top of this page.


Evergreen Content

You'll have lifetime access to the on-demand course including all handouts and class material, including future updates. You'll also be able to ask questions in the Q&A forum and get answers, even years later. You can pause, rewind, speed up, and watch again later as you apply what you learn to each situation as it crops up.


Want this course for FREE? Unlock this course & more for no extra cost with an OWLS Membership!

Get instant access to ALL of Alicia's QuickBooks courses for FREE when you become a silver member - it's the perfect way to maximize your learning!

OWLfred says, "Silver membership pays for itself in just two courses per month!"



Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.


Royalwise Solutions Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


Course Credits: 1 CPE, Certificate of Completion. Must be awarded within one year of enrollment.

Course Updated: March 2024
Course Page Updated: April 2024

Here is the course outline:

1. Download the Handout (Required for CPE)

Download the handout that goes with the course. You must download the handout(s) in order to receive CPE credit.

Handout: Budgeting in QBO
Glossary of Terms

2. Watch the Videos: Budgeting in QBO 2024

Learn to expertly craft & manage budgets in QBO. Discover how to allocate funds efficiently, use advanced budgeting tools for projects & classes, and track spending to enhance your business's profitability.

Intro and Agenda
Why Create a Budget?
Ways to Create a Budget
Budgeting in QBO
Using Spreadsheet Sync to Edit a Budget
Budget Reports
Cashflow Forecasting
Review: Budeting

3. Take the Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Quiz: Budgeting in QBO
Course Evaluation Survey


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
Back to top