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AshCR
Level 1

I want to import Budgets on Quickbooks online

Good evening all,

 

How do I import budgets onto QBs from Excel. I have budgets from January to December.

 

Kind Regards 

3 REPLIES 3
Kevin_C
QuickBooks Team

I want to import Budgets on Quickbooks online

Hello there, @AshCR. I'll share information about the budget feature of Quickbooks Online (QBO).

 

The option to import budgets from a .csv or Excel is only available to the QBO Advanced version. If you're using this version, follow these steps to proceed:

 

  1. Go to Settings ⚙ and select Budgeting.
  2. Tap Import budget. Then click Browse and then find and open the template. 
  3. Select Next. Then, enter a name for your budget in the Name field.
  4. Review the cells and ensure the correct amounts are in each account. If you need to edit, select a field and make the changes.
  5. Once ready, select Save or Save and close to save your budget.
    Hahaha.PNG

 

However, if you have the QBO Plus subscription, you can import budgets using a third-party app. You can go to the Apps menu in your QBO account to find an app. Alternatively, you can upgrade your subscription to QBO Advanced to utilize the option.

 

Furthermore, you can check out this article to learn more about editing, deleting, or running a report to keep track of your budget goals: Create budgets in QuickBooks Online.

 

If you need anything else or have other concerns with handling your budgets in QBO, I'm always ready to help. Have a good one.

AshCR
Level 1

I want to import Budgets on Quickbooks online

Hi Kevin,

I am using Quickbooks Online. How much is it for Quickbooks Adavnced? Is it cheaper to have the third party app or have Quickbooks advanced?

Ashleigh1
QuickBooks Team

I want to import Budgets on Quickbooks online

Hello AshCR, if you have a look at this link it shows you all the different prices for the different packages we have on offer at Quickbooks. 

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