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qbteachmt
qbteachmtAnswer
Level 11
Dec 11, 2018 2:01 AM UTC

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

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10 replies

qbteachmt
qbteachmtAnswer
Level 11
Dec 11, 2018 2:01 AM UTC

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

sarsar
Dec 11, 2018 2:01 AM UTC

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.

finallysue1
Apr 13, 2020 5:30 PM UTC

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!!!!!!! 

    MaryAnn_E
    Level 4
    Apr 13, 2020 8:32 PM UTC

     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. 

     

     

    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.

    Lucy V
    Feb 5, 2021 4:31 PM UTC

    Anyone using QB Online will find the budget area extremely lacking.  This is my first year entering budgets into QBO.  I budget by class and have an excel spreadsheet that shows total budget for each class.  I created a budget for each class and entered data by month.  I should have done this in excel and imported it into QBO.  There is no way to get a summary of all your budgets.  If you need to have a total budget to actual by month, you must create an additional budget in QBO to reflect the total budget of all the classes.  It is a nightmare.  I will not make this mistake again.  This is SOOOOO not budget friendly.  Wish we could go back to QB desktop.

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