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GavS
April 2, 2023
Question

Filter Distribution Account for Budget

  • April 2, 2023
  • 1 reply
  • 0 views

I am using Qick Books Online Plus, the Canadian edition. I am trying to customize the Budget report by specifying the accounts to report. In the Filters under Distributed Accounts, I am able to use the "selected" feature to pick accounts. The accounts I pick are shown in the report, but only if they are Income, Cost of Goods or Expense accounts. The selector allows me to pick a Current Asset account (the select box shows a check mark), but the transactions for that account are not reported. How can I include a non-P&L account in the Budget report?

1 reply

A
Amanda-B
April 3, 2023

Hey there GavS,

 

Thanks for reaching out to us here. Making sure you get the support you need is important. I would be happy to point you in the right direction for the best assistance.

 

I feel you'd benefit more by contacting our support team outside of the Community as we would need a bit more information from you. They'll be able to verify your account details in a secure setting, as well as view your screen to better assist you. You can reach them by following one of these methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
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