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vishmin
Level 2

Is it possible to upload Capex budget (planned capital expenses for the year). I have successfully uploaded operational budget. Please help me...

 
3 Comments 3
AlexV
QuickBooks Team

Is it possible to upload Capex budget (planned capital expenses for the year). I have successfully uploaded operational budget. Please help me...

Good day, vishmin.

 

Let me share more details about budgeting. In QuickBooks Online, only the Advanced plan can import a budget through an Excel or Google Sheet. You'll have to manually create it if you're using QuickBooks Online Plus.

 

Please check this guide about creating and importing budgets into QuickBooks Online. In this article, you'll see the steps in getting a budget template for Excel or Google Sheets and importing it back to QuickBooks Online.

 

You'll want to upgrade your plan to Advanced have not only this feature but a lot more. Check the features here: https://quickbooks.intuit.com/pricing/#.

 

Keep on posting if you have more clarifications. Wishing you all the best!

vishmin
Level 2

Is it possible to upload Capex budget (planned capital expenses for the year). I have successfully uploaded operational budget. Please help me...

Hi Alex,
Many thanks for your quick response.I have already uploaded budget for P&L  income and expenses . I need to upload capex budget. Pls help me n this 

JessT
Moderator

Is it possible to upload Capex budget (planned capital expenses for the year). I have successfully uploaded operational budget. Please help me...

Hi vishmin!

 

I can see that budgeting is a very important tool for your business.

 

At the moment, the Budget feature in QuickBooks Online only caters Income and Expenses. If you wish to see more options like for CapEx, feel free to submit a suggestion. Just click on the Gear icon > Feedback.

 

You can also try to look for third-party apps that offer budgeting features to QBO. 

 

Please continue posting on this thread again if you have additional questions. We're just around to help.

 

Have a good one!

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