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Replying to:
Shania_C
QuickBooks Team

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Hello there, @houstonwb.

 

There are multiple reasons why only a few entries are randomly assigned to classes after setting up a budget in QuickBooks Online. Here is some detailed information on this matter.

 

Given that you already created a (subdivided) budget based on the current year but only get a few random entries into classes. It's possible that during the current fiscal year, not all transactions were consistently assigned to classes. If some transactions were not associated with any class, those would not appear classified in your budget view.

 

To resolve this you can go through your transaction records for the current fiscal year and ensure that all entries are correctly assigned to appropriate classes you can follow these steps:

 

  1. Navigate to Settings ⚙ and choose All Lists.
  2. Click on Classes.
  3. Locate the class you wish to review.
  4. Click on Run report.

 

classes.png

 

 

 

When configuring your budget, ensure that it is set up to correctly categorize entries. Verify that this setting is correctly implemented, as any misconfiguration may lead to incomplete class entries being displayed. By addressing these issues, you can ensure that your budget accurately reflects all class data for the upcoming fiscal year.

 

classes2.png

 

You can also check out this article to learn how to get the most out of your class reports in QBO: Customize reports in QuickBooks Online.

 

You can also export your budget as pdf/excel, export them via reports but clicking the Export/Print button.

 

ssssssssss.png

 

Additionally, are you familiar with our QuickBooks Live Expert Assisted  team? They specialize in simplifying how you manage entries and finances. I strongly suggest checking out their services, as their expertise could greatly enhance your accounting process!

 

We're always here to answer if you have any queries about managing your subdivided budget in QBO, just leave your reply below.

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