I have always set up our budget using the P&L from the previous year. Looking at the last quarter my Fee for service numbers didn't make sense to me. I just pulled up a P&L for January 2018 and the number for free for service is not the same number that the budget has even though I had the budget set up using 2018 numbers. I'm confused as to where the number is coming from. Please help.
Hi there, Ryder.
Thanks for letting me know. Let me help ensure your Profit and Loss report, and Budget for Profit and Loss will match in QuickBooks Desktop.
I've replicated this on my QuickBooks sample file, and it seems like both of my transactions for Profit and Loss and Budget for Profit and Loss are matched. In this case, let's rebuild and verify the data in QuickBooks Desktop to remove the empty or damaged information from the file.
Here's how to rebuild the data:
To verify the data in QuickBooks, you can follow the steps in this article: Resolve data damage on your company file.
If the same thing happens, I recommend to contact our QuickBooks Desktop Support Team. They have the tools to do a screen-share and investigate this further.
Here's how you can contact our customer support:
For additional reference, you can check this article: Create a budget or forecast in QuickBooks Desktop.
Feel free to leave a comment below if you have additional questions about the Budget feature in QuickBooks. I'm always here to help. Have a good one.
So there was no issue with the data in the QB file. I redid the budget and the numbers are still the same? Apparently QB doesn't cover our version of Enterprise. Any suggestions on what to do now?
I suggest reaching out to our phone support team, Ryder.
They can further investigate this concern since after performing the troubleshooting steps given by my colleague the issue persists. Please follow the steps given above on how to contact us.
The Community is always around to help you with your concerns.