How to set up budget report

shickboro · ‎December 10, 2018

how to setup a budget

sarsar · ‎December 10, 2018

Good day, shickboro.

Budgets in QuickBooks are automatically created out of the fiscal year setup of your company file. You can create several types of budgets. You can create a new budget by following these steps:

Go to Company at the top.
Select Planning & Budgeting.
Click Set up Budgets, then go through the wizard.

Here's an article that should help you: Create and use budgets

Feel free to let me know if there's anything else you need. Thank you.

View solution in original post

sarsar · ‎December 10, 2018

Good day, shickboro.

Budgets in QuickBooks are automatically created out of the fiscal year setup of your company file. You can create several types of budgets. You can create a new budget by following these steps:

Go to Company at the top.
Select Planning & Budgeting.
Click Set up Budgets, then go through the wizard.

Here's an article that should help you: Create and use budgets

Feel free to let me know if there's anything else you need. Thank you.

flaniganrobert · ‎April 26, 2019

Quickbooks Budgeting is not currently working. How are we supposed to work around this issue in our company? Not create budgets?

JenoP · ‎April 26, 2019

Hi there, flaniganrobert.

I've seen a couple of similar cases about customers getting a spinning circle or errors when creating budgets in QuickBooks Online. Our Engineering Team are already working to determine the cause of the issue.

Please contact our phone support team for us to add you to the notification list. You will receive an email immediately after the issue is resolved. Here's how:

Click the Help menu in the upper-right hand corner, then click Contact Us.
Provide a short description of you concern to make sure you're routed to the right support, and click Continue.
Either select the option to call us or ask for a callback.

Visit us again in the Community if you need have other questions.

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How to set up budget report