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jj_n
Level 1

Budget using historical data. How to do?

When I try to create a budget from historical info the screen freezes. I have just updated to Plus
1 Comment 1
ChristieAnn
QuickBooks Team

Budget using historical data. How to do?

Hi there, jj_n.

 

I appreciate you for upgrading your subscription to the Plus version so you can utilize the Budget feature in QuickBooks Online. I've got suggestions to make sure the program functions smoothly so you can create a budget from historical data.

 

Please know that Intuit expects the most-used pages in QuickBooks Online to load in 1- 10 seconds, and we continually monitor our systems to ensure we are meeting this goal. However, it's essential to consider that since this program is web-based, it also relies on your computer or device’s processing power. The amount of available memory (RAM) and the bandwidth of your Internet connection to perform as intended.

 

To speed up its performance, ensure to consider the following below:

 

  • Ensure you have the most recent version of Google Chrome by going to the Chrome menu, selecting Help, and then clicking on About Google Chrome.
  • Check that your operating system is up to date and you meet the System Requirements for QuickBooks Online.
  • Verify your internet speed (bandwidth) is not limiting your QuickBooks Online experience. Run a Google Speed Test to confirm your bandwidth/the speed of your connection. To better understand the results of the Google Speed Test, be sure to read over how the results are determined and what they mean.

 

To know more about how these factors affect QBO's performance, check out this article: Why is my QuickBooks Online slow?.

 

If the issue persists, I recommend accessing your QBO using other supported web browsers. It could be that the program has a temporary issue with the browser you're currently using. 

 

In case you need steps on how you can edit or delete a created budget in QBO, you can read this article: Create budgets in QuickBooks Online.

 

Feel free to add a comment below or create a new thread if you have concerns about managing budgeting in QBO. I'm always here to help, jj_n. Take care!