How Do I Prepare a Budget in QBO?

QuickBooks Online Plus (QBO) supports preparing budgets, which help you monitor, track, and compare expected income and expenses with actual income and expenses. When you prepare a budget, you typically prepare it for a fiscal year, and you can opt to supply budget amounts or use historical amounts from QBO. You also can opt to subdivide your budget based on customer, location, or class.

Click the Gear icon.
From the drop-down menu that appears, click Budgeting in the Tools column.