QuickBooks 2005: The Missing Manual

Creating Additional Customer: Job or Class Budgets

In QuickBooks, there's no way to store several versions of a fiscal year budget that covers your entire operation. But you can create multiple budgets for the same fiscal year, as long as each budget applies to a different customer, job, or class.

After you create your first budget, the Set Up Budgets dialog box opens with the most recent fiscal year budget in the budget table. But if you've created at least one budget for a customer or job, the Budget drop-down list includes an entry like FY2005 – Profit & Loss By Account and Customer:Job. And if you have at least one class budget, the Budget drop-down list has an entry such as FY2005 – Profit & Loss By Account and Class.

Note

Class budgets work the way Customer: Job budgets do. In fact, if you replace every instance of "Customer: Job" in the following procedure with "Class," you'll have the instructions for creating Class budgets.

Here's how you create and save additional Customer:Job budgets:

1. In the Budget drop-down list, choose the entry for customer and job budgets for the fiscal year you want to budget.

   QuickBooks adds the Current Customer:Job box to the Set Up Budgets dialog box.

2. In the Current Customer:Job drop-down list, choose the customer or job that you want to budget.

   Any budgetary numbers that you've previously entered for customer or job for the selected fiscal year appear in the budget table.

3. In the budget table, type values for the Customer:Job budget.

   Unlike a budget ...