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Join nowI created a budget and it is the only budget I have for my account. How come when I generate a budget v actual report it says the budget is 0 for everything? I tried clicking the drop down to use the budget I made but it was not an option. The budget title it used was some random title
Let me help you with your Budget report, @CampPoss,
If the report shows no data despite having the information in QuickBooks, let's check if this is caused by a known browser issue.
Unexpected issues are often affected by the large data in the cache. This is because the history on regular browsing will overwrite itself and will not remove data unless done manually.
The incognito mode will not save any history making it a great place to identify issues in the browser. Use these keyboard shortcuts to launch a new private window:
Clearing the cache can also help resolve browser issues in QBO.
Let me know how it goes. I'll be right here to help you with this. Have a good one!
I created a budget for sep-aug titled Budget FY21
When I generate a report it shows the only budget available as "Budget FY2021- FY21 P&L"
Is that the budget I created?
Also I want to generate quarterly reports while showing the entire year budget in those reports, but it splits up everything into a 1/4th of the budget.
Thanks for getting back in here, @CampPoss.
In QuickBooks Online Plus and Advanced, you can create budgets based on your accounting data. Once your budgets are in QuickBooks, you can review and adjust everything. Then run financial reports to compare your actual sales and expenses with your budget.
Once you create a budget, ensure to input the correct name, fiscal year, and the interval. This way, it would show in your report.
To have the data of budgets by account, you can run the Budget Overview report. On the other hand, the Budgets vs. Actuals report summarizes accounts alongside your actual account totals. It also shows how much you're under or over budget.
Here's how:
Feel free to read this article for more information on budgets: How to Create, Edit, and Manage Budgets?
You'll want to personalize your reports. You may also check out this article: Customize reports.
You can always get back here if you have other concerns QBO. I'll be here to help you. Stay safe always.
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