Use Business Plan Tool

Thanks for reaching out to us here today, @Brian246.

I'll make sure you're able to use the "Use Business Plan Tool" feature. Let's run some troubleshooting steps to get this resolve. Before we start, make sure your QuickBooks software is up-to-date.

To do so, please follow the steps below:

1. Go to Help menu at the top. Select Update QuickBooks Desktop.
2. Tap the Options tab.
3. Tick Yes to turn on automatic updates. Then, Yes for each computer.
4. Click Close.

After that, restart your computer and then re-open the program. See this article for details about the software update: Update QuickBooks to the latest release.

Next, run the Verify and Rebuild Data tool. These tools self-identifies most common data issues and self-resolves integrity issues. For the step-by-step instructions, please refer to this guide: Verify and Rebuild Data in QuickBooks Desktop.

Once you're done, try accessing the business plan tool again.

In case you run into the same result, proceed to downloading and running QuickBooks File Doctor. This tool fixes problems and errors in the software.

I'll be right here should you have other questions or concerns with the business plan tool. Don't hesitate to reply. Take care and have a good one.

I have tried all but the QuickBooks file Doctor. I don't think it is the QuickBooks file. I can run on the machine that houses the actual company file. I cannot run on a client computer. When I went to download the file doctor I received some weird pop ups so did not continue due to security.

Thank you for performing the troubleshooting steps provided by my colleague, @Brian246. I’m here to make sure you’ll get the right support.

Since the issue persists, please reach back out to our Support Team. As much as I want to assist you further, this might require an exchange of information. Please know that this is a public forum so we're unable to pull up accounts in this platform.

For security purposes, you’ll want to connect to them any time, any day. One of our specialists can trace where the issue is coming from in a safe environment.

1. Go to the Help menu, select QuickBooks Desktop Help.
2. Scroll down and click Contact Us.
3. Enter your concern, then click Continue.
4. Select which support option is best for you. 

Feel free to let me know if you still have questions or concerns with your QuickBooks account. I'll be around to help. Take care and have a great day ahead.