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Buy now & saveLONG time QB Desktop User... Been using QBO for 3 years and I don't love it for reasons like this. Something that s/b straightforward is not.
Hello there, Julie. Are you looking to add a new account as a line item? If that's the case, you can easily incorporate it into an existing budget by creating a new account in your Chart of Accounts (COA). I'm here to guide you through the necessary steps.
Here's how:
Please refer to this article for more details about adding an account: Add an account to your chart of accounts in QuickBooks Online.
The result will look like this:
Additionally, you can refer to this article about creating your own reports using Custom Report Builder: Save a customized report in Quickbooks Online.
Please return to this thread if you have other questions about Budgets in QuickBooks Online, Julie. We're here to help you in any way we can.
No, It's an existing account that was created before the new budget was created. The problem is, the new account does not show up in the new budget and I cannot see a way to add it. Thank you for any guidance you can provide.
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