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CLP147
Level 1

QB Desktop Budget set up from prior year leaves Jan to Mar empty

Hi

I have QB Desktop and have a setting up a budget query

Co Year End is March

When I use the option to copy the info from the previous year only Apr to Dec is included and Jan to Mar entries are blank.

 

I have checked Co preferences and the company has never had a Dec YE.

 

Thanks

5 REPLIES 5
EmmaM
QuickBooks Team

QB Desktop Budget set up from prior year leaves Jan to Mar empty

Hello CLP147, If we could ask you to check in the company tab>company information>report information that the financial year shows as end date March as the reports should run of the information of their and if it is March yes it should show that information. Let us know if you do find the date is correct in that section and we'll escalate this further.

CLP147
Level 1

QB Desktop Budget set up from prior year leaves Jan to Mar empty

Hi

Yes in company information the first month of the year is April

Thanks

Kristine Mae
QuickBooks Team

QB Desktop Budget set up from prior year leaves Jan to Mar empty

Let me help you fix it, CLP147.

 

The unexpected behavior can be caused by a corrupted file. We'll run the Verify/Rebuild utility to detect the data damage. Here's how:

  1. Click File.
  2. Go to Utilities, then choose Verify Data.
  3. If QuickBooks detected no problems, there's no further action needed. If you receive a message, "Your data has lost integrity", the file is damaged. Just continue to Rebuild Data to correct the problem.
  4. When you Rebuild Data, you'll receive a message to back up your company file, just click OK. The utility starts as soon as the backup is finished.
  5. Click OK when you get the message "Rebuild has completed".
  6. Run Verify Data again to check for remaining data damage.

Once done, check the budget and verify if the January to March data is available.

 

Feel free to get back to this thread if you need more help. We'll be right here to assist you. Keep safe!

CLP147
Level 1

QB Desktop Budget set up from prior year leaves Jan to Mar empty

No that did change anything

I have just created a new budget for YE March 22 using the option to carryforward the 2021 actuals and the columns for Jan Feb and Mar 22 are completely blank.

 

Any other ideas

Adrian_A
Moderator

QB Desktop Budget set up from prior year leaves Jan to Mar empty

I appreciate you for trying the steps above, CLP147.

 

At this time, I'd recommend reaching out to our Phone Support team. This way, an agent can do a screen-share with you and verify what causes the issue.

 

I've also added this reference for more information about Budget:  Create a budget or forecast in QuickBooks Desktop.

 

I'll be around if there's anything that I can help. Keep safe!

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