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Level 1

Budget by class and location

Can I create a budget by location and class or is it one or the other? Basically subdivide and then subdivide again.

We would like to use Class for our departments and one department could have multiple locations. Basically treating the class and location fields as different segments in an account string. Our budget is set up by locations so for example we have IT-Location 1 and IT-Location 2 budgets. 

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QuickBooks Team

Budget by class and location

Good day, jessicap3.


Glad to have you here in the QuickBooks Community. Allow me to share some information about Budgeting in QuickBooks Online.


As of this time, you can create a budget subdivided by Class, Customer or Location in your QBO Plus account.  If you wish to split a budget by both Class and Location, I’d recommend sending a product request to our developer for future enhancements.


To send this suggestion, click the Gear icon at the top and select Feedback. You can also submit your request via this link: https://feedback.qbo.intuit.com/forums/168199.


For more information on how to create budgets and how budgeting works, you may take a look at this article: https://quickbooks.intuit.com/community/Income-and-expenses/How-to-create-budgets-and-how-does-budge....


Should there be anything else you need from me, feel free to reach out. I’ll be around to help. Wishing you the best!

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