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Discover the Business Plan Tool Inside QuickBooks

Did you know that the Premier and Enterprise editions of QuickBooks have the capability to create full business plans? (sorry Pro users - you'd need to upgrade your QuickBooks to get this functionality)

They do indeed! You just need to know how to access the built-in business plan tool.


Click Company > Planning and Budgeting > Use Business Plan Tool to activate this module within QuickBooks.

You will then see a screen that looks like this:

Business Plan Tool

Once inside the business plan tool, you have the ability to:

  • Edit and update information about your company
  • Enter projected income information - you can even pull this information from your current QuickBooks file if you like
  • Enter projected expense details - you can also import this from QuickBooks if you like
  • Complete a short interview that provides additional background information
  • Compile, edit and finalize all the components of your completed business plan


In addition to the above, the QuickBooks Business Plan Tool also provides the ability to print a number of reports, including:

  • Income and expense projections for up to 5 years
  • Profit and Loss report
  • Balance sheet report
  • Cash planning report

If you prefer to see the pictures instead of the numbers, you also have the ability to generate a number of graphs, including:

  • Income and expense projections
  • Break-even
  • Income and expense by category and more

For many businesses seeking to put together a business plan, this may be all they need. For those that need more advanced/flexible tools, consider 60MO or Business Plan Pro.

Need help making sense out of all the numbers? Be sure to click the Contact Scott button below - I have over 25 years of experience in small business finance that can be put to work for you!




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Business plans can be a good barometer for the health of your finances as a way to gauge whether or not you’re on the right path.

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