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How to Create Budgets by Class in QuickBooks for Nonprofits
Published 03/13/2011 | 
Hello Ruth, I work for a non-profit organization. We have various programs that we have set up within a classes. How do I or can I put multiple budgets with classes in an overall budget for the year end breaking it down of course by month. I set up one budget for account and class then another budget for account and class which was the overall budget. I need to have an overall budget then the break down with in each class (Program). Can you help me?
Go to Company > Planning & Budgeting > Setup Budgets and create a budget for each class. The class budgets will roll up to an overall budget, so you don't want to enter that separately. This means you'll need to create class for your non-programs, like G&A or Admin. This also allows you to enter a class on all transactions, which makes it easier to quickly determine if you've forgotten to enter a class using the Profit & Loss Unclassified report.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, Inc. and 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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