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QBO Video Courses

Budgeting in QBO Course

Alicia Katz Pollock
Purchase for $19

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.

QuickBooks Online Plus Budgeting Tools Tutorial 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 through Advanced 

Course Length

1 hour 

CPE Credits

1 CPE, Certificate of Completion

Delivery Method

QAS Self Study 

Field of Study 



Who should take this QuickBooks Online Plus Budgeting Tools Tutorial?

  • 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 in This QuickBooks Online Plus Budgeting Tools Class

  • 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


For more information regarding concerns, refunds, and program cancellation policies, visit our Terms and Conditions.



Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

pageText 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.

pageText What is a Budget?
pageText Creating Annual and Monthly Company Budgets
pageText 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!

quiz Take the Quiz


The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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