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userboldtreasureroff
Level 1

I need to edit one income entry our Nov 2020 budget. When I open the "edit" budget 2020 within Budgeting it circles like it's loading, but never opens.

We imported our desktop Quickbooks file in summer of 2020. Will that affect our ability to edit our 2020 budget?
1 Comment 1
ReymondO
QuickBooks Team

I need to edit one income entry our Nov 2020 budget. When I open the "edit" budget 2020 within Budgeting it circles like it's loading, but never opens.

Hey there, @userboldtreasureroff.
 

The error may appear when there's an issue with the browser. This is the reason why you're unable to edit your budget in QuickBooks Online (QBO).

We can perform some basic troubleshooting steps to immediately address the issue. This way, you can get back to your business. 

First, use a private browser to access your account in QuickBooks. It is also known as InPrivate in Internet Explorer and Incognito mode in Google Chrome. This browser mode doesn't record the browsing activity on your local device. You can access this by pressing the following keys:  
 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).


If you're able to alter your preferences, then let's clear the cache in your web browser or try using a different supported browser. It could be a temporary issue with QuickBooks and the current browser that you use.
 

Additionally, I've transferred my QuickBooks Desktop (QBDT) file to my sample QBO account. I've found out that imported data such as budgets won't affect editing feature of your budget in QBO.

For more info, you can check out this article: What to expect when you switch from QBDT to QBO.

There are also several budget reports you can run in QuickBooks. These will help you track your budget goals of your business. Here's how to access them:
 

  1. Go to Settings ⚙ and select Budgeting.
  2. Find your budget on the list.
  3. Click the Action ▼ drop-down list and select Run Budget Overview report or Run Budgets vs. Actuals report.

budget.PNG

Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!

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