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TaumFAdmin
February 14, 2024
Question

budgets with classes

  • February 14, 2024
  • 1 reply
  • 0 views

We use classes to account for and manage several programs within our non-profit agency. I entered the budget for FY2024, but discovered that I'd entered it into the wrong class. Is there a simple way to copy a class's data into another one? I thought about exporting > editing the .IIF file > importing but after looking at the .IIF I am reluctant to mess with it.

 

This is QB Premier Nonprofit Edition 2019 R17P  735-606 R17_36. QBOnline on a new computer is coming, but I can't wait around for it to happen.

Thanks for any help.

 

 

1 reply

F
FateCandylaneT
February 14, 2024

It's great to have you join this forum, TaumFAdmin. Let me provide information to help you manage budgets entered in an incorrect class.

 

With QuickBooks Desktop, handling budgets for a class, modifying these details won't allow us to copy a class's data into another one. It's best to delete and recreate the existing budget added to the incorrect class. Doing so won't affect any information on your transactions and account.

 

To delete a budget, you need to click on the Edit menu at the top of the screen and then select Delete Budget. Please note that the Edit button to delete a budget is not available on the Set Up Budgets screen. For your reference, I have attached a screenshot below. 

 

 

Once ready, recreate the budget and assign it to the correct class.

 

In addition to that, I'm including this reference to help you review your business finances and other accounting data: Understand reports.

 

I'll get back into this thread for any additional queries you may have when managing budgets on classes in your desktop account. Just keep me posted, and I'll make sure to provide further help.

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