cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 2

Import Budget by Class in QuickBooks Online Advanced

Hi,

Our company uses Quickbooks Online Advanced.  I have a very detailed and extensive budget that is broken down by several classes.  How do I import this?  I can import a budget, but when I do this, it does not give me the option at the point of importation/creation to subdivide by class.  Alternatively, I can create a budget and set it to subdivide by class, but then I can not import into this budget.  So on the one hand I can import, and seemingly on a different hand I can get my classes.  How can I accomplish an upload with classes?

Thanks.

5 Comments
Highlighted
Level 11

Import Budget by Class in QuickBooks Online Advanced

@HC13

 

  "I can import a budget..."

 

Just curious, how are you importing a budget in QBO?

Highlighted
Level 2

Import Budget by Class in QuickBooks Online Advanced

I can import a budget by clicking on the Import budget button.  The problem is that it creates and imports at the same time and does not give you the option of subdividing so that you can budget by class.  You seem to only get this option if you manually create, but then at that point, I can't import into an already created budget.  And once a budget is created, you can't change it to subdivide.

 

Highlighted
Level 11

Import Budget by Class in QuickBooks Online Advanced

@HC13 

 

TRUE. I looked at it, I don't see how you can import budget by class/customer or edit imported budget template later.

Highlighted
Moderator

Import Budget by Class in QuickBooks Online Advanced

It's nice to see you in the Community, @HC13.

 

I just wanted to hop in and provide clarification regarding the process of importing the budget report in QBO. Currently, the option to import a Budget report with classes isn't available. That is why it won't give you an option to subdivide it by class when importing.

 

I'll include this article for more details about managing budgets in QBO: Create and import budgets into QuickBooks Online Advanced.

 

The option to import a budget report that includes class is a great idea to implement in the future. I'll be sure to pass this along to our Product Developers so they can check and consider this in future product updates.

 

If you have other questions, don't hesitate to let me know. I'll be around and ready to help. Have a wonderful weekend. 

Highlighted
Level 1

Import Budget by Class in QuickBooks Online Advanced

You need to get your story straight.  Based on Zack E's post from 2 days after this post, we upgraded our version of QBO to Advanced so that I could "start from an Excel or Google Sheet template. Intervals for your budget can be monthly, quarterly, or yearly. Whichever works best for your business. You can also split the budget by class, customer, or location." 

 

I CANNOT "start from an Excel or Google Sheet" if I want to split the budget by class, customer, or location.  What a waste of my time.  We upgraded our version specifically for this option.  We now have to downgrade our account and request a refund.  Is their any way you will refund MY time that you just wasted?

Need to get in touch?

Contact us