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December 27, 2023
Question

Where do I enter the budget for 2024? I went into setup/budgeting and all it has is payment history and view payment history. No where to enter to track P&L to Budget.

  • December 27, 2023
  • 1 reply
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Where do I enter the budget for 2024? I went into setup/budgeting and all it has is payment history and view payment history. No where to enter to track P&L to Budget.

1 reply

December 27, 2023

Welcome to the Community space, @director27. We'll share some details about adding budget inside QuickBooks Online (QBO).

 

To enter a budget in QBO, you'll need a Plus or Advanced subscription. If you're using Simple Start or Essentials, you won't have the option inside your company file. If you wish to upgrade your current subscription, we'll be happy to write down the steps to get you going:

 

  1. Sign in to QuickBooks Online as a primary or company admin.
  2. On the top-right corner, click the Gear icon and select Subscriptions and billing.
  3. Make sure your payment info is up to date.
  4. In the QuickBooks Online section, select Upgrade your plan.
  5. Review the available plans and then select Choose plan.
  6. Follow the on-screen steps to upgrade your plan.

 

Feel free to see this page for more information: Upgrade or downgrade your QuickBooks Online edition.

 

In addition, we've got you these articles to help you keep track of your data, and add more details when generating a report inside QBO:

 

Please let us know if you have other questions related to QuickBooks or need assistance managing the budget inside the program. We'll be here to help you out. Keep safe.