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October 1, 2022
Question

Budgets

  • October 1, 2022
  • 1 reply
  • 4 views

How do I set up QB Pro 2022 budget to be physical year

1 reply

MariaSoledadG
QuickBooks Team
October 1, 2022

Let me guide you on how to create a budget for a new fiscal year, Seyp80657.
 

QuickBooks Desktop provides budgeting and forecasting tools to help you plan and make business decisions. To do this, you can follow the steps below: 

 

  1. Click Company at the top menu bar.
  2. From the drop-down list, click Planning & Budgeting.
  3. Choose Set Up Budgets.

  4. Ensure to set the year and type for the new budget.
  5. Hit Next.
  6. This will show the FY 22 for the new budget.

 

To know more about setting up a budget or forecast or creating a forecast, I've added this article for more details: Create Budget or Forecast In QuickBooks Desktop. Additionally, QuickBooks offers different reports that help you determine your business needs information. To make sure you're getting the correct information. learn how to customize them so you'll be getting the amount of data: Customize Reports In QuickBooks Desktop.

 

You can always ping me over if you have any other concerns other than budget and forecasting. I'll be sure to get back.
 

Seyp80657Author
October 3, 2022

I can't change the year to a fiscal year.  What is the magic?

Sincerely,

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