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

How do I export my budget to Excel?

using premier plus nonprofit 2015

Solved
Best answer 12-10-2018

Best Answers
Highlighted
Level 15

How do I export my budget to Excel?

Budget Overview is the same as your Budget worksheet screen, and can be exported to Excel.

View solution in original post

4 Comments
Highlighted
Level 15

How do I export my budget to Excel?

Budget Overview is the same as your Budget worksheet screen, and can be exported to Excel.

View solution in original post

Highlighted
Level 3

How do I export my budget to Excel?

Hey there, not2fast.

I'd love to help you!

Here's how you can export the Budget report to Excel:

  1. Go to the Reports tab at the top of you QuickBooks.
  2. Select Budget and Forecast, and click on the report you want.
  3. Once you’ve selected the report you want to export, make sure you selected the correct date range under Dates.
  4. Click on the drop-down under Excel, and choose Create New Worksheet.
  5. Click Export.

That's it! I have also attached a screenshot, if that helps.

Feel free to let me know if you need anything else. All the best.

Highlighted
Level 1

How do I export my budget to Excel?

I am SO SICK of intuit help that doesn't work at all.  I asked for help for QBO.  The response can't possibly be for QBO since it's impossible to follow the steps given.  I can export my budget to excel perfectly except for one "minor" detail.  While the accounts are there, the figures ARE NOT!!!  How is that helpful?  Oh, I know.  I can print the shell and fill in the figures by hand.  That should look quite professional.  This software is AWFUL!!!!!!! 

Highlighted
QuickBooks Team

How do I export my budget to Excel?

 Hi @finallysue1,

 

I want you to have a great experience with our product, and you’re our top priority.

 

I replicated the exporting process of budget report in QuickBooks Online on my end. When I check the exported file, you'll have to click the Enable editing pop-up at the top to show the figures. 

 

SC NO FIG.PNG

SC  with figure.PNG

 

Editing mode in Microsoft's Excel spreadsheet program refers to the state at which a cell is activated. You must initialize the editing mode to edit the content of the selected cell. 

 

I’m adding this article you can check for more information on how to get your budgets into QuickBooks: Create and import budgets into QuickBooks Online.

 

Also, please ensure to tag the correct product or when joining on a thread with the followed plan to properly address your concern and get resolved.

 

If you have further clarifications about the process, just reply to the thread. Take care.

Need to get in touch?

Contact us