How to edit budgets

Forum|Forum|3 years ago
June 3, 2023
1 reply
16 views

edit budgets

QuickBooks Online

jamespaul

Level 8

Hello, istratormary.

It looks like you have the same issue as the one you posted earlier. I've responded to your original thread. We can continue our discussion from there.

Let me know if you have more questions.

Clerk

Hi:

I am trying to edit an existing budget in quickbooks on line. I am having difficulty. Is there a step by step insructions I can get.

Thank you

Bryan_M

QuickBooks Team

Thanks for joining this thread, @Clerk.

Let me walk you through the process of editing a budget in QuickBooks Online (QBO).

Here's how:

Go to the Gear icon.
Select Budgeting. Then, look for your budget on the list.
Choose the View/Edit in the Options column. Edit each account one month at a time.
To update the time period from monthly to quarterly or yearly, switch between Yearly/Quarterly/Monthly views.
Select Save or Save and close.

For detailed info, you can read this article: Create budgets in QuickBooks Online.

If you want to view your Budget vs. Actual report, you can read this article: Run reports in QuickBooks Online.

You can always come back here if you need clarifications about editing your budgets. I'll reply as soon as possible. Have a good one.

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