How do I edit a budget in quick books online

Updating budgets is a critical step to improve financial management, better financial forecasts, and track budget performance. I can guide you on how to achieve this, Ann.

In QuickBooks Online, budgeting is a powerful feature that enables you to establish and monitor budgets for your business. With this tool, you can set financial targets, track your income and expenses, and gain valuable insights into your company's performance.

You can edit a budget by following these steps:

1. Open your QBO account. Select the Gear icon at the top right corner of your screen.
2. Click Budgeting.
3. Find the budget you want to edit and click the Edit button.
4. You can make any changes to the budget on this screen one at a time.
5. You can edit the amount for each budgeted account or category by typing in a new amount in the Amount field.
6. Once done, hit Save to apply the changes.
    

For future use, you can generate various reports in QuickBooks that provide different aspects of your business. You can customize them how you want and memorize them to save the current customization settings.

That's it! You have now edited your budget. With the budgeting feature, you can ensure proper utilization of resources to drive your business success. I wish you the best, Anna! 

The save button is disabled and I can not save any of my budget edits,

The issue is often caused by a few common factors, Wayne. Let's work together to resolve this by checking some details.

Let's verify your user permissions. A disabled Save button may be a result of your user role. While the Master Admin has complete access, other user roles might have restricted rights.

We also need to check for missing or incomplete information. Ensure all required fields are filled in correctly, as a single blank cell can prevent the entire budget from being saved.

If the issue persists, we can access your QuickBooks account and edit the budget using an incognito or private browsing window. Preventing data storage during your session can simplify the process of identifying and resolving any problems.

Click a link below for step-by-step instructions for your browser:

• Firefox
• Google Chrome
• Safari for Mac
• Safari for iPad and iPhone
• Microsoft Edge

If you can save the budget, switch back to your usual browser and clear its cache, as cached files can sometimes cause glitches. Alternatively, switch to another supported browser.

Have you considered our QuickBooks Live Expert Assisted team? Our team of experts can guide you in managing entries and overseeing your financial activities, which could save you time and help you feel more confident in your books.

Got more questions? Ask in the comments, and we're here to help.