Is it better to add a new account to the current Fiscal Year before copying it to set up my next fiscal year budget or should I add the new account after setting up the new budget? Thanks!
Solved! Go to Solution.
It's best to create a new account first, @JasonB45. Let me guide you through the steps.
To begin, open your QuickBooks Desktop (QBDT) company. Then, follow the steps below.
Then, proceed to create a budget. You may refer to this article for guidance: Create a budget or forecast in QuickBooks Desktop.
Additionally, you check this article about personalizing your reports: Customize reports in QuickBooks Desktop.
Let us know if you have other questions about the budget feature of QBDT. We'll be here to lend a hand.
It's best to create a new account first, @JasonB45. Let me guide you through the steps.
To begin, open your QuickBooks Desktop (QBDT) company. Then, follow the steps below.
Then, proceed to create a budget. You may refer to this article for guidance: Create a budget or forecast in QuickBooks Desktop.
Additionally, you check this article about personalizing your reports: Customize reports in QuickBooks Desktop.
Let us know if you have other questions about the budget feature of QBDT. We'll be here to lend a hand.
Thank you, appreciate the direction.
Jason
Thank you. Appreciate your assistance!
Thank you for your response, Jason.
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