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andyj526
Level 1

I am setting up a budget with fiscal year beginning in Oct through Sept. How do I get these dates on the "Create Budget" page

 
1 Comment 1
katherinejoyceO
QuickBooks Team

I am setting up a budget with fiscal year beginning in Oct through Sept. How do I get these dates on the "Create Budget" page

Hello @andyj526,

 

It's nice to see a new member here in the Community. To make sure you're able to create a budget with a fiscal year starting October through September, you'll need to first set up your fiscal year correctly. I'll show you how: 

 

  1.  In the Company menu, select My Company.
  2. Click the pencil icon, then select Report Information.
  3. In the Fiscal Year drop-down list, choose October.
  4. Select September in the Tax Year drop-down menu.
  5. Make sure to select the correct form type in the Income Tax Form Used drop-down list. 
  6. Click OK when done.

 

You can now create a budget with a fiscal year that starts from Oct-Sept. Simply select the year and the budget type to specify the year you want to forecast in the Create Budget page. Check out this article for more information: Create a budget or forecast in QuickBooks Desktop to help you learn about how to predict future revenue and cash flow.

 

Additionally, I've included these two articles that I find helpful to you in the future. Read through:

 

 

Get back anytime if you have more questions. I'm right here and your Community team to assist you more.

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