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mkowalczyk
Level 1

How can I copy a forecast to a budget?

I have created and tweaked my Quickbooks forecast. At the start of my next fiscal year I would like to make this forecast the budget. So how do I move or copy the forecast to the budget? I am suing Quickbooks Desktop Premier 2018

Solved
Best answer February 09, 2019

Best Answers
JessT
QuickBooks Team

How can I copy a forecast to a budget?

I've got information about the Budget feature in QuickBooks, mkowalczyk. 

 

We're unable to copy the data from the Forecast to create Budgets. If you'd like to see this option in the future, I'd encourage sending feedback to our product engineers, You can click on the Help menu, choose Send Feedback Online, and select Product Suggestion. I'll do the same thing here on my end.

 

Feedback is really helpful for us. In fact, most of the enhancements in QuickBooks are based on feedback.

 

I'm inviting you to post back here if you have other questions.

View solution in original post

2 Comments
JessT
QuickBooks Team

How can I copy a forecast to a budget?

I've got information about the Budget feature in QuickBooks, mkowalczyk. 

 

We're unable to copy the data from the Forecast to create Budgets. If you'd like to see this option in the future, I'd encourage sending feedback to our product engineers, You can click on the Help menu, choose Send Feedback Online, and select Product Suggestion. I'll do the same thing here on my end.

 

Feedback is really helpful for us. In fact, most of the enhancements in QuickBooks are based on feedback.

 

I'm inviting you to post back here if you have other questions.

View solution in original post

mkowalczyk
Level 1

How can I copy a forecast to a budget?

Thanks.

I submitted a Product Suggestion as you recommended.

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