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Treasurer167
Level 1

any idea why my new income product that has been is not showing up in my budget?

I use Quickbooks online on a mac

1 Comment 1
MsNorthPND18
QuickBooks Team

any idea why my new income product that has been is not showing up in my budget?

Let's ensure that the budget you are viewing includes the accounts associated with the new income product, Treasurer167. Sometimes, budgets are created with specific accounts or categories, and the new product might not be linked to those. I'll share insights about this below.

 

If a new product isn’t linked to the appropriate categories or accounts in the budget, it can create discrepancies in financial reporting. Therefore, ensuring that every new income or expense is correctly linked to maintaining organizational financial health.

 

Here's how:

 

  1. Login to your QuickBooks account.
  2. Go to the Gear icon, then select Budgeting or the Budgets tab on the left-side corner.
  3. Find your budget on the list.
  4. In the Options column, click the dropdown.
  5. Select Run Budget Overview report or Run Budgets vs. Actuals report.
  6. Review the date range and edit the necessary details.
  7. If you want to export a budget as PDF/excel, export them via reports.

 

 

Additionally, learn how to sync and securely transmit data back and forth. This offers numerous advantages for businesses seeking to manage their financial data more effectively: Get started with Spreadsheet Sync for QuickBooks Online.

 

Please view this thread as your primary resource for new income product queries or any QBO-related concerns. Our team and I are always here to assist you on this channel.

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