Updating the following field dropdown class upper
If you already added a field to your page and associated it with a record definition, the system uses the last record definition name that you entered. If the field is a related display field that contains a long name or short name from the Translate Table, use PSXLATDEFN as the record definition name.
The field name is either a long name (30 characters) or a short name (10 characters).
It also does not have the capability to do budget forecasting.The budgets in QBO are designed to subdivide by only one category per budget.