If your budget actuals are showing up in a budget grouping called "Uncategorized Costs and Expenses", check the following items:
- Ensure you have a cost code / accounting code assigned to the bill or expense product/service in the "Item details" level in QuickBooks Online
- Ensure the cost code on the QuickBooks bill or expense is in the Ressio cost code list. To check this navigate to your Company settings page and click Cost codes. The cost code should exist in the data table. If not, add it and connect it to the appropriate QuickBooks Item (reference step 3 below)
- Ensure the correct QuickBooks Online item is linked to the Ressio cost code. You should see the appropriate QuickBooks item in the QuickBooks Item column. If not, double click into the respective cell and select the appropriate QuickBooks item from the dropdown list
If you still have unanswered questions or need further assistance, please don't hesitate to reach out to our dedicated support team at support@ressiosoftware.com. We're here to help!