Thank you for bringing your concern to our attention, @Capstone-33. I'm happy to assist you.
In QuickBooks Online Plus and Advanced, you can establish budgets using your accounting data. Once you've set up the budgets in QuickBooks, you can review and make adjustments as needed. Subsequently, you can generate financial reports to compare your actual sales and expenses against your budget.
I’ve replicated this issue to come up with a resolution. Then found out that the budget amounts are showing on their respective columns. In your case, you'll want to review the budgets you've created and make sure it's set up correctly. When you create a budget, ensure to input the correct name, fiscal year, and interval. This way, it would show in your report.
Here's how:
- Sign in to your account.
- Select the Settings ⚙ menu, and then choose Budgeting.
- Look for your budget on the list.
- Click the Action ▼ dropdown and then select Run Budget Overview report or Run Budgets vs. Actuals report.
- Click the Customize option and filter any necessary changes to show the details you want to see in the report.
To learn more about creating budgets to compare against your actual sales and expenses in QBO, I'd recommend checking out this article: Create and import budgets into QuickBooks Online.
You also want to perform some browser troubleshooting steps. This may be caused by a stored cache in your computer. Doing so can eliminate common errors in your company file. To start with, let's launch the website in a private or incognito browser. Your browsing history won't be saved in this mode, which also aids in isolating any website problems.
Here are the keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Shift + N
If you're able to do so, let's clear the browser's cache. It's also best to use supported browsers to have the most secure experience with QuickBooks.
Furthermore, you may also export your reports to Excel to manually add information relevant to your business. To do that, click the export icon and select Export to Excel. Refer to this article to learn how you can export reports if you want to use them outside QuickBooks.
If you have any additional concerns regarding budgeting and financial reports in QBO, feel free to leave a comment below. I am here to assist you. Take care and stay safe.
