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Level 1

Aloha, I need to add our budget numbers for the FY 2018, FY 2019, FY 2020, but there is no FY 2018, how do I add it?

 
3 Comments
QuickBooks Team

Aloha, I need to add our budget numbers for the FY 2018, FY 2019, FY 2020, but there is no FY 2018, how do I add it?

I can help add your FY 2018 budget in QuickBooks Online (QBO), zoeannmuller@gma.

 

At this time, the option to create a budget for the 2018 fiscal year is currently unavailable in QBO. 

 

As a workaround, you can consider creating a budget and naming it as 2018. Then, run the Budget Overview report and export it to Excel, and change its fiscal year. Here's how:

 

  1. Click the Gear icon and select Budgeting.
  2. In the upper-right corner, click Add budget.
  3. Enter 2018 as the name of the budget and select any fiscal year.1.PNG
  4. Continue by clicking Next and then enter the budget data for 2018.
  5. Select Save.2.PNG

Once done, you can now run the Budget Overview report and export it to Excel. 

 

  1. Click Reports from the left menu, then search for Budget Overview report.
  2. Choose the budget report (2018) from the Budget drop-down list.
  3. Select Run report.
  4. Hit the Export icon drop-down, then choose Export to Excel.3.PNG
  5. Open the Excel file and edit its fiscal year.

I'm adding this article to learn more about creating budgets in QBO: Create and import budgets into QuickBooks Online.

 

Also, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I'll be more than happy to assist you again.

QuickBooks Team

Aloha, I need to add our budget numbers for the FY 2018, FY 2019, FY 2020, but there is no FY 2018, how do I add it?

Good day, zoeannmuller@gma.

 

I'm back to check if you were able to add your FY 2018 budget using the workaround I shared. If you need more clarification on this, just leave a comment below. I'll be sure to get back to you.

 

Happy Thanksgiving!

Level 1

Aloha, I need to add our budget numbers for the FY 2018, FY 2019, FY 2020, but there is no FY 2018, how do I add it?

Mahalo, for your help!!

 

I will try this tomorrow... Itʻs a logical process...

 

Mahalo again,

Zoeann

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