Greetings! Welcome to the Community space. We are delighted to have the opportunity to assist you today.
Thank you for choosing QuickBooks Online as your business operations partner. We would be happy to guide you through the process of copying last year's budget into this year's budget. Here's how you can do it:
- Go to the Gear icon, then choose Budgeting under TOOLS.
- Select the Create a budget option.
- Select a period and the budget format. Then, tap Next.
- To add either past actual or past budget data as a reference, hit the Compare reference data radio button and select what type of reference data you want to use.
- Click Save.
Alternatively, you can go to the Budget menu. Find the budget from the previous year and click on the dropdown button in the Action column. From there, choose the Duplicate option. This will allow you to obtain a copy of last year's budget as well.
Check out this article for detailed processes: Create budgets in QuickBooks Online.
You can also run the Budget Overview or Budget vs. Actuals reports to view your budget's current data. Check out these articles for your reference in handling them within the program:
Please don't hesitate to let us know if you need further assistance with any QuickBooks-related challenges. We wish you the best with your QuickBooks business venture. Stay safe!
