Is it possible to add a line item that was inadvertently left out of an existing budget in QB 2016?

Oh my gosh! I'm a noob! lol THANK YOU SO MUCH!!!! You and Lynda, both, saved my sanity! :) I am forever grateful!

I have an account that is in the COA, but it isn't on the Budget (not the report, the actual Budget). Why is this & how do I fix it?

Hey there, @HeiCon. 

Thanks for joining in on this thread. To properly assist you with this issue, what's the name of the account that isn't appearing on the budget? Once I've received this information, I'll be able to determine the best solution for your business. 

In the meantime, here are a few links that can help out: 

• Create a budget or forecast in QuickBooks Desktop

• Understand the chart of accounts in QuickBooks

I want to make sure that you're able to get this resolved as soon as possible. I'll be waiting for your response. 

It is actually for another company that I work for. The account is called Conferences - Other. It was added after the 2019 Budget. I just now entered 2020 Budget. Thank you.

Thank you for getting back to us, @HeiCon.

I can share some clarifications about budgets in QuickBooks Desktop.

There are two types of budgets that you can create in the system. You can either choose Profit and Loss (shows income and expense accounts) or Balance Sheet for your asset, equity, and liability accounts.

I suggest reviewing the account type of Conferences - Other to determine where it belongs. You can visit the Chart of Accounts by following these steps:

1. Click the Lists tab at the top menu bar.
2. Select Chart of Accounts.
3. Review the account type. 

I've attached the following articles for your reference about creating budgets, as well as how Chart of Accounts works:

• Create a budget or forecast in QuickBooks Desktop.
• Understand the chart of accounts in QuickBooks

I'm only a few clicks away if you have any other questions. Wishing you and your business continued success.

I chose P&L Budget and it is an expense account.

Thank you for getting back to us here on the Community page, @HeiCon.

Once an income or expense account is active from the Chart of Accounts (COA), it'll always show up on the Profit and Loss (P&L) Budget. Since this (Conferences - Other) is an expense account and it's missing from there, be sure that that account isn't made inactive from your COA. If it was, make it active and open your P&L Budget again.

Here's how:

1. Open your Chart of Accounts, then look for the account from there. If it has an X symbol beside it, it means that it was made inactive.
2. Click on the Account drop-down, then tap on Make Account Active to activate it again.
3. The X mark will now be removed.

Once completed, the account will now appear on the Account column from your P&L Budget.

As always, feel free to open these articles for additional references about budgets and handling your chart of accounts:

• Understand the chart of accounts in QuickBooks
• Create a budget or forecast in QuickBooks Desktop

You can also read our help articles if you need related links while working with QuickBooks in the future.

Please know that I'm always here to help if you have any other questions. Just add a comment below. Keep safe always!

The account had been set up between the budgets. It didn't show up when entering the new budget, so I set it up AGAIN. It is Active. Still not showing up.

Thanks for the clarification, @HeiCon.

I also appreciate you for going through the steps provided by my colleague Angelyn_T. The Profit & Loss Budget reports will only show income and expense accounts. You’ll want to ensure you use the Expense as the type of account for your Conference -Other account.

To verify the account type, you can follow the steps shared by my colleague AlcaeusF above. If it’s not set to an expense account, right-click on the account and select Edit Account. From the Account Type drop-down menu, choose expense and click Save & Close. 

If you’ve set the account to expense and the issue persists, I recommend running the verify rebuild utility tool to isolate this issue. This easily identifies data issues in your company file and resolved them.

Here’s how to verify:

1. Go to the Window menu then select Close All.
2. Then go to the File menu, select Utilities.
3. Select Verify Data.

To rebuild:

1. Go to the File menu.
2. Select Utilities.
3. Click Rebuild Data.

For more details in running the verify rebuild tool, check out this article that guides you through the process: Verify and Rebuild Data in QuickBooks Desktop

Let me also add these articles that you can use for future guidance. These links provide detailed steps on how to customize and export your reports in QuickBooks Desktop (QBDT):

• Customize reports in QuickBooks Desktop.
• Export reports as Excel workbooks in QuickBooks Desktop

You’re always welcome to post anytime you have other concerns running your Profit and Loss reports. I’m more than happy to help you out again. Keep safe and have a great day!

I would like to note I'm not a new user. I've been in the business for over 35 years and using QB for 12+ and if I don't know how to set up an account...OMG...I need to quit!  I will rebuild data and see if that works.  Thank you.

Hello, HeiCon.

I'm happy to hear the Community was able to help. Definitely let me know how the verify and rebuild works for you.

You'll be able to find additional QuickBooks Desktop resources in our help article archives.
 

Feel more than welcome to reply in this thread if there's any other questions. Have a fantastic day!