We have Quickbooks Desktop Enterprise and I am trying for the first time to use the Budget function. I am trying to create a new PnL Budget with Class using the prior years data but when I do this it is coming up blank. We have data in Quickbooks for years so I am not understanding why it would be blank. Any ideas?
thank you
Solved! Go to Solution.
Hi there, @ndedinas.
You'll want to make sure that you set up your fiscal year correctly before setting up a budget. This way, all the information will show, and you can seamlessly review your last years data.
Here's how:
Then, you can now review last fiscal year's financial reports.
Once done, you can now set up a budget. For complete details, you can refer to this article: Create a budget or forecast in QuickBooks Desktop.
Also, ensure that your QuickBooks Desktop (QBDT) is up-to-date so you always have the latest features and fixes. For more insights, you may check this article: Update QuickBooks Desktop to the latest release.
Additionally, I'm adding these articles that will help you manage your reports in QuickBooks:
If you have further questions or concerns, feel free to reach back out anytime. Stay safe.
Hi there, @ndedinas.
You'll want to make sure that you set up your fiscal year correctly before setting up a budget. This way, all the information will show, and you can seamlessly review your last years data.
Here's how:
Then, you can now review last fiscal year's financial reports.
Once done, you can now set up a budget. For complete details, you can refer to this article: Create a budget or forecast in QuickBooks Desktop.
Also, ensure that your QuickBooks Desktop (QBDT) is up-to-date so you always have the latest features and fixes. For more insights, you may check this article: Update QuickBooks Desktop to the latest release.
Additionally, I'm adding these articles that will help you manage your reports in QuickBooks:
If you have further questions or concerns, feel free to reach back out anytime. Stay safe.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here