Thanks for joining the thread, @PjS27.
I can provide some insights about budget and forecasts. The budgeting feature isn't included if you're using a Simple Start or Essential version. Let's go to the billing page to verify your subscription.
Here's how:
- Sign in as a master or company admin in your account.
- Go to the Settings ⚙ menu and then select Account and settings
- Click the Billing & Subscription tab.
- Review the information in each section.
Once confirmed that your plan is Simple Start or Essential, you may consider upgrading this. By doing so, you'll have an option to create, run and export budget reports in QuickBooks.
However, if it's Online Plus and Advanced, we can perform some troubleshooting steps to fix this. There are times that the browser is full of frequently accessed pages, thus causing some unusual responses. Let's log in to your account using a private browser. This mode will not save any history making it a great place to identify issues in the browser.
Access your QBO account in a private/incognito browser. You may use these shortcut keys that I've listed below:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Safari: press Command + Shift + N
Then, check if you can create budgets. If it works, go back to your regular browser and clear the cache to delete stored site data and improve the system performance. Also, you can use other supported browsers. It could be that the one you're currently working on has a temporary problem with QuickBooks.
For future reference, I'll be adding this great resource to guide to create budgets.
I’m always here if you need anything else. Please let me know by leaving a comment below. Take care and have a wonderful week.
