Accounting & Bookkeeping & Small Business Forum

[Guest]

Does anyone know a good software to prepare forecast? Preferable something that works with QB’s.


Thanks

Ernesto

[Guest]

Eresto... Hola, como estas? If you have the Premier Accountant's version of QB it has a forecasting module, unless you want something more sophisticated.... from the HELP SCREEN>>>>>>>>

Creating a forecast
You can create forecasts for either Profit and Loss accounts by fiscal year.

All forecasts must be account-based
From the Company menu, choose Planning and Budgeting, then Set Up Forecast.

If a forecast currently exists, the most recent forecast will be displayed in the Set Up Forecast window.

How do I modify an existing forecast?

Click Create New Forecast

In the Create New Forecast window, choose the fiscal year for the new forecast.

You can specify additional criteria of either Customer:Job or Class, if class tracking has been turned on.

How do I turn class tracking on?

Choose whether you want to create the forecast from scratch or from previous year's actual data.

What's the difference?

Click Finish to create the new forecast.

[Guest]

Thanks for your help Jack.