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Level 1

Hi, I'm trying to follow the steps for the budget import. Where it says to chose upload from the Pre-fill Data, I don't have Upload as an option?

 
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QuickBooks Team

Hi, I'm trying to follow the steps for the budget import. Where it says to chose upload from the Pre-fill Data, I don't have Upload as an option?

Hello, @ran-pbha88.

 

When you choose the Pre-fill data option, the system will automatically enter budget information using your actual recorded income and expenses. You'll no longer have to upload it. 

 

On the other hand, the ability to import a prepared budget whether it is an excel or .csv file is only available in the QuickBooks Online Advance version. Here's how:

  1. Go to the Gear Icon.
  2. Choose Budgeting.
  3. Select the Import Budget button.
    • You can click on the Sample.Csv link to ensure that your budget file has the correct file format.
  4. Click the Browse button.
  5. Locate your prepared budget.
  6. Click Next.
  7. Follow the on-screen instruction to complete the process.

Lastly, if you're using QuickBooks Online Plus, you can manually create a budget in the system. You can also import your customers and vendors listchart of accountsbank transactionsproducts and services, and custom invoices.

 

Get back to us if you have other questions.

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