If you want to pick Profit and Loss then you have to add additional measures like jobs tracking or class tracking.
Later, fix your fiscal year for the budget and select Profit and Loss and Balance Sheet. Open the Company menu and select Planning & Budgeting and after that, choose Set Up Budgets. Hope, now you have your reports, and you can easily set up a budget or a forecast. You can also record this report for the future(optional). Select Last Fiscal Year, from the Dates dropdown. Depending on the forecast or budget you want, select the profit and loss statement or the balance sheet statement. First, open the Reports menu and select Company & Financial. Later, you need to review the last fiscal year’s reports. Here, you have to make sure the first month of your financial year is exact. Under “My company” you can pencil icon select it and then click on Report Information. Choose My Company from the company Menu. Make sure before setting up a budget or forecast, you have to set your fiscal year correctly. Steps to Create QuickBooks Budgeting & Forecasting Reporting Step 1: Review last year’s data 5 Simple Steps to Create a Small Business Budget. Step 3: Review your budgets and forecasts. Steps to Create QuickBooks Budgeting & Forecasting Reporting. #Forcasting in quickboot eneterprise how to
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