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How to Setup a Budget for Items in QuickBooks
Published 10/24/2009 | 
Once you enter your estimates, you can use the Job Estimates vs. Actual reports (Reports > Jobs, time & Mileage) to see where you stand. The really nice thing about using estimates for budgeting is that they can span more than one year, unlike regular budgets which are limited to your fiscal year.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
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I am trying to set up a new budget for 2012, which will be based upon the data acquired for the year 2011. No where in QB can I determine how. An hour and a half on the phone with QB tech support provided no help. The issue was escalated but no call back received. HELP!!
Hi Rod,
When you setup a budget, you’ll get to a screen called “Choose how to create a budget”. Just select “Create budget from previous year’s actual data” instead of from scratch. I’ll email you a screenshot of what the popup looks like.
Ruth