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Level 1

Budget created with wrong year

I spent several hours manually entering data to a budget that is for the wrong year.  It is referencing 2021 but the budget is for 2020.


Is there a way to change the budget year in QB Desktop Enterprise 18.0?  I really don't want to enter all data from scratch again if at all possible.  Is there a way to copy the budget in desktop QB?



1 Comment 1
QuickBooks Team

Budget created with wrong year

Welcome to the Community, @WG2.


We aren't able to copy the budget that you have entered for 2021 to the budget that you set up for 2020. I suggest manually entering all the budgeted amounts for 2020.


Here's how:

  1. Go to the Company menu and then select Planning & Budgeting.
  2. Choose Set up Budgets.
  3. Click Create New Budget.
  4. Choose 2020 for the fiscal year's budget.
  5. Select the prompt options and click Finish.


That should get you to the right fiscal year. I've added an article as your reference in planning up budgets or forecasts: Create a budget or forecast in QuickBooks Desktop.


Please let me know if you have more questions. I'll be around to help. Stay safe!

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