cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

 
33 Comments 33
Highlighted
QuickBooks Team

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

Great to have you here, @joyfulpreschool.

 

QuickBooks Online is designed to meet your business accounting needs. I’d like to share some information on how creating a budget works in QuickBooks Online.


For starters, QuickBooks Online only supports importing of the customers and vendors listchart of accountsbank transactionsproducts and services and custom invoices. Currently, the ability to import a prepared budget whether an it is an excel or .csv file is not yet available. In the meantime, you can manually create a budget in the system.

 

I can see how importing a prepared budget would be helpful for both you and your business. I’d be glad to forward these suggestions to our Product Engineers for consideration in future updates. QBO is constantly changing and evolving based largely on the suggestions and requests of users, like yourself.
 
You can also submit any suggestions, feedbacks and requests for product improvements. Here’s how:

  1. Click the Gear icon.
  2. Choose Feedback from the drop-down.
  3. Type in your Comments, Suggestions or Feedbacks.
  4. Choose Next.
  5. Select a category, and click Send message.

If you’re having difficulty creating budget on your end, I’d suggest reaching out to our Customer Care team. A specialist will be able to further assist you via a secured remote access session.
 
Feel free to leave a comment below if you have other questions about creating a budget and managing your business related transactions. I’m always here to help.

Highlighted
Level 2

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

This is another reason to not recommend this product to accountants. 

Highlighted
Moderator

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

Hi there, Bookkeeper8,

 

We can certainly see how importing a prepared budget in the system would be useful. The road map for more features considers the feedback we receive from our customers.

 

The functionality may not be available at this point but rest assured that we've forwarded this to our product engineers so this may be considered in the future.

 

It would also be best if you could send us feedback with regards to the feature that you'd want to be included in the product for future upgrades.

 

The Feedback board is frequently reviewed by our product developers for ideas to implement in the future.

 

If there's anyhting else you need help with concerning QuickBooks Online, please feel free to reach back out. Have a great day!

Highlighted
Level 1

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

You guys really need to have the same level of functionality present between Online and Desktop.  It's ridiculous you can't run reports by department level budget, and you can't even import a master budget.

Highlighted
Level 1

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

I can't believe QBO doesn't have this feature - I just spent 2 months modeling (which you have to do in excel or 3rd party tool b/c QBO doesn't support this type of service) and now I find out I'm going to have to manually type in every single entry into the budget tool.

 

Unbelievable.

 

Highlighted
QuickBooks Team

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

Hello there, @castagnoli.

 

I want to ensure customers like you are having the best possible experience while working with QuickBooks. We're aware of the feature you're looking for about importing budgets prepared in Excel to QuickBooks Online (QBO). However, this feature isn't available in QBO as of now.

 

As a workaround, you can look for a third-party application that can handle budgeting through our App Center.

 

To learn more about creating, editing, and managing budgets in QBO, you may check this article: How to create, edit, and manage budgets.

 

You can always add a post/comment below if you have any other questions about budget. I'll be always here to help you!

Highlighted
Level 2

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

All 3rd party apps require knowledge of the .iif file format and specifically the header. There isn't much help online either by QB/Intuit or others as most use Desktop versions of the software. The biggest issue is that the Budget is a List. Even with 3rd party import tools - there's no way to create a new Budget List (eg: FY19 - High vs FY19 Low versions of same fiscal period budget). 

 

Very frustrating. Even an export .iif option would provide a significant improvement level over current functionality. For customers like me who have >100 rows in my COA and budget multiple times year on a high and low basis across multiple Classe - it's ridiculous to think I'm going to manually type in literally thousands of points of data. 

 

It would even help if a user could copy past on the budget creation fields from an external source! The idea of copying a single amount across all fields (current functionality) in a row is ridiculous.  

Highlighted
Level 1

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

I imported an .iif budget file, It was accepted and now I can't locate it.  Where is it? 

Highlighted
Anonymous
Not applicable

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

I'm here to help locate your imported IIF budgets file, @Annicat.

 

If you're using QuickBooks Desktop, you can locate the imported budgets lists when pulling up your Budget Overview report.

 

Here's how: 

 

  1. Go to the Reports menu.
  2. Select Budgets & Forecasts and click Budget Overview.
  3. The imported budgets list should show on the Budget Report selection. Click the drop-down arrow to choose.

 

That should do it. If you need assistance in locating your budgets, you can contact our Desktop Support to help you in going through the steps. They have extra tools to locate it in a secure environment. 

 

Also, if you need other references you can use in the future, you can visit our help site anytime.

 

Let me know if you have other questions about your imported IIF. I'm here to help.

Highlighted
Level 1

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

Lily,  You said "you can locate the imported budgets lists on your folders" ,  which folders are you referring to?

Highlighted
Anonymous
Not applicable

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

Thanks for the follow-up, @Annicat.

 

I've updated my answer to provide clarification about importing the IIF file.

 

Once you successfully import the IIF file of budgets lists, you can open it by generating the Budgets Overview report. 

 

If you need to view the exported IIF file, you can refer to this article for more information: Export or import Intuit Interchange Format (.IIF) files.

 

Let me know if you have further questions about the imported budgets. I'll be on the lookout for your reply if you need further help.

Highlighted
Level 1

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

Thank you, Dan...  glad Quickbooks is selling us an inferior product at a higher price... great business model.

Highlighted
Level 1

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

So, this conversation was started almost one year ago and was certainly an issue that was raised prior to that. As customers who are the only ones voicing what thousands of other customers are thinking, we understand that the issue has been presented to your engineers.  We further understand that it is not available at this time.  Can you please provide some transparency in regards to whether this is an improvement that is in design and when the desired Excel budget import option will be available for QBO users?  Otherwise, please tell us that it is not in the current plans for QBO other than through the complicated workaround alternatives provided earlier this year.  Much Appreciated.

Highlighted
Moderator

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

I appreciate the feedback, bSide.

 

I understand how the workflow you're looking for is beneficial to your business. Right now, the option to import excel budget is unavailable. We're unable to give you the specific timeframe as to when this be available.

 

Though our Feedback Board has already closed, I can pass a request here on my end about this feature. For the time being, you can visit our blog and register to our Newsletter. This way, you’ll receive email updates about what new changes and features, and hopefully your suggestion would be one of them.

 

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-Help.

 

If you have follow up questions concerning your QuickBooks Online account, please keep me posted. I am more than happy to further help.

Highlighted
Level 1

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

I see a lot of new QBO features such as for mileage tracking, receipt capture and other. These are great. But, where is the basic QBO Budget Upload tool like in Quickbooks Desktop???
For power users and many others  (CPA firms, multi-property owners), QBO desperately needs a way to easily IMPORT BUDGETS for efficiency and automation. We have over 25 entities that we would like to move to QBO from other accounting applications; but, we can't move to QBO until we can easily upload yearly budgets and periodic forecasts. This involves thousands of lines of data that is not feasible with the very basic manual QBO budget tool currently. Please let me know when this very basic feature to import budgets (like in other accounting applications) is available. 

Sincerely,

Frustrated User

Highlighted
QuickBooks Team

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

Hi @Frustrated Budget User,

 

I appreciate you for voicing out your concern and allowing us to improve and better our product for our users.

 

As mentioned by my peers on this thread, the feature of being able to import a prepared budget to QuickBooks Online (QBO) isn't available at this time.

 

An easy way for you to check for the latest updates available would be on The QuickBooks Blog page. This is where you can see a list of new features introduced in QBO, sorted by month. There's a short explanation for them, as well as screenshots for your reference.

 

In case you have other questions, leave them in the comments below. I'll be sure to get back to you.

Highlighted
Level 1

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

I didn't mention a thing about quick books online.  I asked how to import a budget prepared in excel to quick books desktop.

Highlighted
QuickBooks Team

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

Hello there, @Annicat.

 

You can prepare a (.IIF) file to import your transactions. Let me guide you how.

  1. Click File.
  2. Choose Utilities.
  3. Select Import.
  4. Click IFF Files.

Once you successfully import the IIF file of budget lists, you can open it by generating the Budgets Overview report.

 

I've attached some articles below for additional reference: 

Let me know if you have other questions and concerns. I'm here to help.

 

Highlighted
Level 2

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

This is insane. I just got about 3/4 of the way through MANUALLY entering my budget, line by line, month by month. Then QB Online froze up and I lost everything. We are a nonprofit paying almost $80 a month for this product...for what???

Highlighted
QuickBooks Team

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

Hi @lroth,

 

I'd like to ask for additional details on what you mean by QuickBooks Online (QBO) froze up, then you lost everything.  Was it the browser itself that froze, then you had to close it?

 

If your browser has stored too much cache, this will cause unexpected behaviors. To isolate this issue, follow these steps:

  1. Open your browser's private window. This doesn't use browsing history, or store cache, which can help us determine if the browser's cache is the cause.
    • Google Chrome: Ctrl + Shift + N
    • Mozilla Firefox: Ctrl + Shift + P
    • Internet Explorer: Ctrl + Shift + P
    • Safari: Command + Shift + N
  2. If that works for you, go back to your regular browser and proceed with clearing your browser's cache.
  3. Another option you have is to use a different browser, if available.

If you were idle for a while and came back with QBO already logged out, then this is a feature that we can change in the app's settings. The default is set to 1 hour, then it will automatically log you off. To extend it, follow these steps:

  1. From the Gear icon, select Account and Settings.
  2. Tap the Advanced tab, then search for the Other preferences section.
  3. Change the option saying Sign me out if inactive for, which at most can be set to 3 hours.
  4. Click Save, then Done.

You can now leave the app idle for a while longer. You only need to remember and go back to the app before the 3-hour mark. Otherwise, you'll be logged off automatically.

 

You can visit our The QuickBooks Blog page from time to time, to be updated with the latest features added to QBO. It's divided per month, with a short explanation of how these features work.

 

Let me know if you have other questions by dropping a comment below. I'll get back to you shortly.

Highlighted
Level 2

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

Hi Ryan_M

 

I was using a private browser. QB was not sitting idle, and even if it were, I already had the inactive feature set for 3 hours. No, I clicked Save and it stopped letting me enter anything or do anything with the software at all.

Highlighted
QuickBooks Team

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

Thanks for the reply, lroth

 

It's good that you're using a private browser. Aside from that, we can also try and add your budget through another browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge. This is to check if the browser you're using has error.

 

Let's also make sure that we're using an updated browser. The older versions can cause unusual behavior in QuickBooks Online. You'll want to check this article about the system requirements of QuickBooks Online.

 

In addition, we can ask an additional assistance to our Customer Support Team if this behavior continues. They can investigate it why you're experiencing this. Simply go to Help and select Contact us.

 

I'm looking forward to assisting you again.

Highlighted
Level 2

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

Used Firefox, used the latest version. The software is just buggy.

Highlighted
Moderator

I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

Glad to have you back, @lroth,

 

Have you tried accessing the company file on a different browser aside from Google Chrome? If not, I suggest giving it a try.

 

Here's the list of supported browsers:

 

  • Mozilla Firefox. Note: To preview and print forms on Mac OS, you'll also need the Firefox PDF plugin.
  • Microsoft Edge.
  • Safari 11 or newer (Mac only).

 

If it gives you the same hitch, I would recommend getting in touch with our QuickBooks Support for further assistance. They can open an investigation specifically for the problem, and provide further troubleshooting to complete your work.

 

To contact support:

  1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
  2. From there, select the Contact Us button and enter your concern in the description box.

 

Let me know how the call goes by adding a comment below. I want to make sure you can import your Budgets, and I'm here if you need additional help. Have a good one!

Need to get in touch?

Contact us