Home Forums General Forum Current Year Budget not available for Report Refresh

This topic contains 4 replies, has 2 voices, and was last updated by  earnold 1 day, 4 hours ago.

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  • #62993

    earnold
    Participant

    When I setup any Budget Report Refresh, it lists 10 2017’s but no 2018 for Fiscal Year to choose from. How do I get the current year’s Budget information available for the report?
    Thanks!

    #62995

    You will have to pick this year. If you have it already set up since last year, you will have to edit it.

    #62996

    earnold
    Participant

    It is set up in QB, down to the class level, but it is not appearing as a Fiscal Year in the selection drop down box. It just shows a selection of 10 2017’s, no 2018’s. Do I need to setup a budget file in open sync somewhere, or should 2018 show up as an option from the Fiscal Year drop down.

    #62997

    Are you doing that from QuickBooks or from OpenSync?

    #63036

    earnold
    Participant

    I have attached a screenshot of what I am seeing. The budget is setup correctly in QB, this is all of my options in OpenSync.

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