Budget Report Shows Zeros

Hey there, @Nancy0503. 

It's great to see you back in the Community. Let's work together so that you're able to see numbers rather than zeros on your Budget report. 

Before digging further, can you review the instructions on this guide to ensure that every step was successfully made when creating a Budget? 

In addition, I didn't receive your screenshot. Are you able to upload it again? If so, please provide us with any more screenshots you may have about the issue that could be helpful as well. 

This will help determine the best route to get you a solution for your business. I'll be back around shortly to check in! 

Hopefully the image will show up this time.  I believe I set everything up correctly, and it's the reports that are giving me trouble.  I'm wondering why the Budget vs. Actual isn't showing any amounts.  It seems like there's some process we've missed because I can see amounts from the time our previous bookkeeper was employed.

Thanks for getting back with the Community, Nancy0503.

Since your Budget vs. Actual report isn't displaying amounts properly, I'd initially recommend troubleshooting with the Verify Data utility. It identifies known issues within company files and informs users if their Rebuild Data tool needs to be utilized afterwards.

Here's how it's used:

1. Click Window, then Close All.
2. In your top menu bar, go to File.
3. Choose Utilities.
4. Select Verify Data.

In the event its results show a "Your data has lost integrity," message, this indicates there's damage in your file. You can use the Rebuild Data utility to fix it. For specific errors, there may already be a resource for them on our support site.

If it displays a "QuickBooks detected no problems with your data," notification, or you've searched our help articles and didn't find any existing resources about the specific error it displayed, you'll want to try troubleshooting with our QuickBooks Tool Hub.

Here's how:

1. Close QuickBooks and download a copy of the utility's most recent version, then run it.
2. Follow along with your on-screen steps to complete installation and agree with our terms and conditions.
3. Once it's installed, double-click its icon to open the tool hub. If you can't find your app, perform a search in Windows for "QuickBooks Tool Hub" and select the program.
4. Access your Company File Issues tab and use the Quick Fix my file and QuickBooks File Doctor tools to troubleshoot your company file. In the event you need additional assistance, choose File Dr Help.

If your Budget vs. Actual report continues not displaying amounts properly after performing these troubleshooting steps, please update me here. I'll be looking forward to hearing back from you. Have a wonderful day!

Thank you for the reply.  I spent about two hours yesterday fixing our file with the steps that were given.  I even was assisted by a wonderful tech over the phone, but I'm still seeing zeros on the budget versus actual.  Do you have a recommendation of where to go from here?

Hi, @Nancy0503.

I appreciate the steps you've done to fix the issue you're having with the Budget Vs Actual report in QuickBooks Desktop (QBDT). Allow me to hop in and ensure this is taken care of for you.

Since the issue persists after performing those steps, I highly recommend contacting our Support team again. I know you already called, but they're the one who can create a ticket regarding this issue and forward it to our product developers for further investigation. They can also perform other troubleshooting steps if necessary.

Here's how to reach them:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Click Contact Us.
4. Give a brief description of your issue, then select Let's talk, and then choose a way to connect.

In case you need it, I'll add this article that tackles managing budgets in QBDT for more information: Create a budget or forecast in QuickBooks Desktop.

For more tips and other resources, I also recommend visiting our website for future reference: Self-help articles.

I'm only a few clicks away if you have additional questions about this or anything else QuickBooks. I'll be happy to assist. Take care always.