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QBO Video Training

Budgeting in QBO Course

Alicia Pollock

Intuit QuickBooks Online Plus & Advanced have budgeting tools so that you can create a Budget for your business, a customer project, or a specific Class.

Course Description

When you only have a specific dollar amount to spend, it’s important to plan ahead. Control your spending by allocating your funds by year, quarter, or month across your Profit and Loss categories.

QuickBooks Online has the additional ability 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.

Instructional Level

Intermediate through Advanced 

Course Length

1 hour 

Course Credits

1 CPE, Certificate of Completion


  • Our "QuickBooks® Online Fundamentals" course, or
  • Prior QBO® experience.

Who should take this course?

  • Business owners who have a spending budget.
  • Bookkeepers and accountants who need to know all the options to best advise their clients.


What should you bring?  

We will provide you with a handout where you can take notes

What You’ll Learn 

  • 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





Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

Download the handout here

2. Watch the Videos: Budgeting in QBO

Intuit QuickBooks Online Plus & Advanced have budgeting tools so that you can create an annual budget for your business, or scope a client project.

What is a Budget?
Creating Annual and Monthly Company Budgets
Reporting: Budgets vs. Actuals, Cash Flow Forecasting

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!

Take the Quiz Completion requirement


The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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