Hello! How do I change the name of an account, move sections around or add an account in a budget? Thanks!

Hello there, newcastleptsa-tr.

When making a budget in QuickBooks Online (QBO), the system will create the budget accounts list directly from your chart of accounts. To change and match the accounts of your budget on your QBO account from the Excel-based one that works for your budget, you'll have to add them to your chart of accounts before creating the budget. And I'll be happy to guide you on how.

To add an account, here's how:

1. Go to the Gear icon at the top.
2. Select Chart of accounts.
3. Choose New. Depending on your account view, you’ll either see a panel labeled New account or New category. 
4. Select the Account you're trying to create.
5. From the Save account under ▼drop-down, choose an account type. To narrow the scope of account types, you can select one of the account type buttons above the dropdown.
6. From the Tax form section ▼ drop-down, choose the detail type that best fits the transactions you want to track. 
7. Enter a name in the Account name field.
8. Click Save.

For more details on managing accounts in your chart of accounts, see this article: Add an account to your chart of accounts in QuickBooks Online. It also contains a video for your visual reference.

In addition, to learn more about creating, editing, and managing budgets in QBO, you may check this article: Create budgets in QuickBooks Online.

Also, if you need other references you can use in the future, visit our Community help site anytime.

If there's anything else you need help with concerning the budget in QuickBooks Online, please feel free to reach back out. Have a great day!

Wonderful thanks

When creating my budget in QB online, I am unable to add budget amounts in a specific account because it does not appear on the budget input document.

There are a couple of reasons why an account would not show up when creating a budget in QuickBooks Online, tdiamond22. Let's walk through some troubleshooting steps to help you include the account you're looking for in your budget.

Before we dig deeper, can you tell us what type of account is missing? I'm asking this because the list of accounts is dependent on the type of budget you're creating.

For example, income and expense accounts will show up if you select Profit and Loss for Budget type. On the other hand, assets, payables, and liabilities will be listed if you're working on a Balance Sheet type of budget.

Next, make sure the account is not made inactive in your Chart of Accounts. Here's how:

1. Open your Chart of Accounts.
2. Click the small Gear icon ⚙ next to the Printer icon. Then, choose Include inactive.
3. If the account is inactive, click Make active to reactivate it.

As a final step, you'll want to clear your browser's Intuit-related cache and cookies. Too much cache or saved data can prevent accounts from displaying correctly. Let me provide these articles for your convenience:

• Troubleshooting browser problems
• Clear cache and cookies to fix issues when using QuickBooks

I would also like to share the following articles about budget management for additional reference:

• Set budget targets for each class in QuickBooks Online
• Create and manage forecasts

The Community forum is always available if you encounter any challenges while working with budgets or need further guidance. We're here to help you optimize your QuickBooks experience and ensure you get the most out of the software.