Skip to content
View menu
Royalwise OWLS (On-demand Web-based Learning Solutions)
Log in
QuickBooks® Training Library

Budgeting in QuickBooks Online


Course
Quantity
For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $70 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

 

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.

 

 

 

 

 

 

 

 

 

 

Instructional Level

Intermediate

 

Course Length

2 hours

 

Course Credits

2 CPE, Certificate of Completion

 

Field of Study

Computer Software & Applications

 

Delivery Method

Group Internet Based

 

Prerequisites

  • 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 

None

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!

 

 

 

 

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 Access (Made to Stay Current)

Your purchase is designed to stay useful long after you finish the course! As the software changes, we refresh the content so you’re not learning from outdated screens. You’ll also have access to the class discussion/Q&A so you can ask questions when real-life situations pop up. And because it’s lifetime access, you can revisit the videos, handouts, and materials anytime you need a quick refresher.

 

Live Session + Replay Included

If you can’t attend at the scheduled time, go ahead and enroll—your live registration includes free access to the on-demand replay. We record every live class and post an edited version to the course page within two weeks of the class date. Once it’s available, you’ll receive a notification inside your OWLS portal.

While the replay is being published, you can download the notes/handouts and complete any quizzes or questionnaires so you’re ready to follow along when you watch.

 

 

 

 

 

 

 

 

 

 

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: www.nasbaregistry.org.

 

 


Course Credits: 2 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: March 2024
Course Page Updated: March 2026

 

 

 

^ Back to Top ^

 

 

 

Here is the course outline:

1. How to Join the Live Class Zoom

Click the link below for instructions on how to join the live zoom

1 section
How to connect to the Zoom webinar

2. Download the Handouts (Required for CPE credit)

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

2 sections
Handout: Budgeting in QBO
Glossary of Terms

3. 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.

8 sections
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

4. 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!

2 sections
Quiz: Budgeting in QBO
Course Evaluation Survey

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
Back to top