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Welcome to your first post in the QuickBooks Community. I am here to help you change the report you want to pull accurately.
Let's first modify the accounts tied to products and services and expense transactions in QuickBooks Online (QBO):
For Product and Services:
For Expense Transaction:
When changing accounts for products/services and expenses in QuickBooks Online, ensure that these accounts match those selected in your budget settings.
When setting up or adjusting budgets to ensure consistency in financial reporting and budget tracking, here's how:
Now, we can access specific transactions in the report and select Budget vs. Actuals from the standard options.
You can open this article on how to customize reports in QuickBooks Online.
For your future reference, open this article: Export your QuickBooks Online Data.
Before we wrap up, I suggest you explore QuickBooks Live Bookkeeping to streamline your accounting, maintain precise financial records, and access professional support. This could free up valuable time, allowing you to concentrate on expanding your business.
Feel free to reach out anytime if you have any questions or concerns about managing your QBO report account. I am here to assist you further. Have a nice day ahead.