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:
- Go to the Gear icon at the top.
- Select Chart of accounts.
- Choose New. Depending on your account view, you’ll either see a panel labeled New account or New category.
- Select the Account you're trying to create.
- 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.
- From the Tax form section ▼ drop-down, choose the detail type that best fits the transactions you want to track.
- Enter a name in the Account name field.
- 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!
