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eleazarserrablo-
Level 1

Can I upload budgets by class and Locations by using Spreadsheet Sync ?

 
9 Comments 9
AbegailS_
QuickBooks Team

Can I upload budgets by class and Locations by using Spreadsheet Sync ?

It's nice to see you in the Community. I'm here to provide information on how you can upload the budget by using spreadsheet sync. 

 

To maintain the security of your budget information and keep your company insights up to date, it is important to have Spreadsheet Sync installed on your system. Once installed, log in to Spreadsheet Sync using your QuickBooks credentials. Please take note that only Admin users can access spreadsheet sync. 

 

Here's also how you can get started with Spreadsheet Sync for QuickBooks Online Advanced to use spreadsheets to create custom charts and graphs using data from QuickBooks.

 

For further information on how Spreadsheet Sync enables synchronization between Excel and your QBO Advanced account, please see this link: What's Spreadsheet Sync?

 

Additionally, you may want to check out this article as your reference to guide you in resolving common errors that may occur when utilizing Spreadsheet Sync in QBO: Spreadsheet Sync troubleshooting.
 

Let me know if you have further questions about budgets in QuickBooks. I'm always here to assist. Have a wonderful day.

eleazarserrablo-
Level 1

Can I upload budgets by class and Locations by using Spreadsheet Sync ?

in the Spreadsheet sync I cannot do by Location and class or I do not see how the only way is the below

 

 

Kurt_M
QuickBooks Team

Can I upload budgets by class and Locations by using Spreadsheet Sync ?

We appreciate you getting back here in the thread, Eleazar.

Before anything else, we'd like to take this opportunity to thank you for getting back here in the thread and for allowing us to help you with your query. In QuickBooks Online (QBO), you can create budget by class, but doing it by location isn't possible.

 

A workaround to get you through this is to ensure class and location are enabled or turned on inside the company file. You can also upload it through a CSV file if the spreadsheet sync doesn't work. If you wish to proceed with uploading the CSV file, we'll gladly write the steps below.

You'll want to download a budget template. These are the steps: 
 

  1. Go to Settings, and select Budgeting.
  2. Select the Create budget dropdown ▼ and select Import budget.
  3. Select the Sample.csv link to download the template.
  4. Save the file somewhere you can easily find it, like the downloads folder on your computer.
     

For more details, see Upload a budget using a .csv file section inside this article: Create budgets in QuickBooks Online.

Moreover, we've got these articles to help you learn more about what data you can get into your company, modify your business report and keep their settings for future use inside QBO:
 

 

The Community team is always ready to get back to you if you need further assistance with this or have a task you'd like to accomplish inside the program. Please don't hesitate to visit us anytime. We've got you covered. Take care, and have a nice day!

smartds
Level 2

Can I upload budgets by class and Locations by using Spreadsheet Sync ?

So basically is the answer yes or no to the question - QB Spreadsheet Sync does not work to set up a budget by class?  

 

I know how to do it the other way and we do use Advanced. 

smartds
Level 2

Can I upload budgets by class and Locations by using Spreadsheet Sync ?

So basically with a yes or no answer - QB Spreadsheet Sync cannot do budgets by class?

 

We use Advanced and I know how to upload budgets and enter with classes already.

eleazarserrablo-
Level 1

Can I upload budgets by class and Locations by using Spreadsheet Sync ?

Can you tell me how  you do it ?

smartds
Level 2

Can I upload budgets by class and Locations by using Spreadsheet Sync ?

I have been able to upload a consolidated budget using the csv file sample and filing it in, then saving it and uploading it back to QB.

 

To do a class budget, I set up my budget selecting the "subdivide by" class option but what is crazy is that I have to manually enter each of the classes' budgets.  I was hoping the Spreadsheet Sync would allow for subdivided budgets but it is only giving me the "consolidated" option.


If you figure out a way to upload a budget by class, please share!

MJoy_D
Moderator

Can I upload budgets by class and Locations by using Spreadsheet Sync ?

I can share additional information about Spreadsheet Sync for QuickBooks Online Advanced, @smartds

 

The option to upload budgets by class and locations by using Spreadsheet Sync is currently unavailable. That would be a great addition to the current features that we have, so I'll take note of it. 

 

It's great that you shared how you uploaded your budget. Your experience will surely help others. 

 

Currently, Spreadsheet Sync for QuickBooks Online Advanced doesn't support uploading budgets by class and location. However, I'll make a note of your suggestion to add this feature in the future. If you'd like, you can also leave feedback on the product by going to the Gear icon, selecting Feedback, and providing your product suggestion. 

 

Here are the steps:

 

  1. Go to the Gear icon and select Feedback.
  2. Provide your product suggestion. 
  3. Click on Next to submit feedback.

 

You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?.

 

From here, you can run Budget Overview report or Budgets vs. Actuals report keep track of your budget goals. For detailed guidance here's how to run reports in QuickBooks Online.

 

Let me know if you need further information about Spreadsheet Sync. I'm always here to answer them for you. Keep safe, and have a wonderful day!

jenberger
Level 2

Can I upload budgets by class and Locations by using Spreadsheet Sync ?

I've completed a Feedback request. It REALLY is awful that Intuit is not up front about this limitation, though. You wasted 3-4 hours of my time. 

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