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January 12, 2024
Question

How do I recover a forecast created and QBO would not allow me save or create a budget out of it?

  • January 12, 2024
  • 1 reply
  • 0 views
Had made several changes to forecast after creating and then error message when tried to create budget and save.  When I refreshed screen kicked me out of Intuit.  Is there anyway to recover forecast I was working on?

1 reply

January 12, 2024

Welcome to the Community, kcompton. Achieving your goal is my priority.

 

Let's perform some troubleshooting steps so you can recover your forecast and create a budget in QuickBooks Online.

 

Before proceeding, could you please provide me with more details about the error message? This will help me understand the issue and provide appropriate information..

 

Since you're unable to save your budget and you can't recover your forecast on your end, we can open your account in an incognito mode to see if this has something to do with your browser. Whenever you visit a website, it saves some information from the web page in its cache and cookies. These files allow the websites you visit most often to load faster. 

 

Here's how to access incognito mode in some of the most commonly used web browsers:

  •  Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If you're able to save your budget and recover your forecast by browsing privately, it's safe to say that it's being caused by the browser. It can be fixed by clearing your cache and cookies.

 

In the event it continues occurring while using incognito, you'll initially have to try switching to another browsing application.

 

Here's a list of supported browsers:

  • Google Chrome
  • Mozilla Firefox
  • Safari 11 or newer

 

Moreover, I'll be sharing this article to help generate and manage reports to meet your specific needs within the platform: Run reports in QuickBooks Online.

 

Keep me updated in the comments if you have further questions about your forecast and budget in QuickBooks Online. I'll be around to lend a hand. Keep safe!