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Replying to:
Kristine Mae
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We're unable to create multiple budgets for the same year, Border Collie Boy Part 2.

 

If you've created one already, you can only edit the existing budget.

SC.PNG

 

Unless you add another criteria like Customer:Job or Class, you can create another budget for the same year. Here's how:

  1. Click Company.
  2. Go to Planning & Budgeting.
  3. Select Set Up Budgets.
  4. Click Create New Budget.
  5. Select the year and budget type, then click Next.
  6. Select a criteria, then click Next.SC1.PNG
  7. Click Create budget from scratch, then Finish.

For more information, I'll share the article on how to create a budget or forecast in QuickBooks Desktop.

 

Get back to us if you have more questions. We're right here to help you. 

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