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We started a new fiscal year as of July 2022. When I run the July reports, the Statement of Activity shows a dollar amount in salary account #5040 - which is correct. However, when I run the Budget vs actual report for the month, account 5040 actual is blank rather than pulling in that dollar figure. We have many salary accounts, and this is the only one not pulling over. I've spent several hours trying to fix this with QBO support and no one has been able to help.
Of note, we do not use QB payroll for payroll processing. This is not a payroll issue. The customer service people had a hard time understanding that.
Allow me to join you here and share steps that can help with your budget report, jbrandt23.
I created the same scenario and an expense transaction shows in both Statement of Activity and in the Actual column of the Budget vs Actual report.
There are also times that browser issues can cause unexpected results when running reports or performing tasks in QBO. Let me share steps on how to resolve common browser issues in the program.
Start by switching to a different browser. Google Chrome, Firefox, Microsoft Edge, and Safari are all compatible with QBO. You can also follow these steps on how to switch to a private or incognito browsing session:
Aside from that, you can also delete and recreate the expense transaction that's using the 5040 salary account. Then, go back to the Budget vs Actual report to check if the amount is now showing up in the Actual column.
Please post a reply and keep me posted if you're able to run the report correctly. I will be happy to get back here and offer my help if you need it again.
Hi jbrandt23,
Hope you’re doing great. I wanted to see how everything is going about the discrepancies in your report. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.
Looking forward to your reply. Have a pleasant day ahead!
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