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NewUser01
Level 1
posted
‎May 26, 2020 07:53 AM
last updated ‎May 26, 2020 7:53 AM

Quick Books Online budget

I am just starting to use Quick books online. Had a question regarding the budgets in Quick books online. So we can only upload the budget for P&L into Quick books online, but there is no option for the balance sheet and cash flow budgeting in Quick books online. What is the best add on app that we can use for the CF & Balance sheet forecast. I tried Spotlight, but the problem is that we can either use an excel upload or use the data from Quick books online, but not both. Is there any other app which utilizes both QB's data for previous and actual periods and 

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2 Comments 2
Angelyn_T
QuickBooks Team
QuickBooks Team
‎May 26, 2020 09:01 AM

Quick Books Online budget

Thank you for reaching out to us here on the Community page, @NewUser01.

 

QuickBooks Online (QBO) integrates with multiple applications that are available in the app center. To check for application/s that you can use for Cash Flow and Balance Sheet forecast, I suggest looking for applications compatible with QuickBooks from this link: https://quickbooks.intuit.com/app/apps/home/.

 

Another way around is by finding applications through the Apps tab.

 

To learn more about creating budgets in QBO, check out this article.

 

Drop a comment below if you have any other questions. I'm a few clicks away to help. Have a good day!

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NewUser01
Level 1
‎May 28, 2020 06:58 AM

Quick Books Online budget

Thanks for your reply. Is there any one app that you'll have found to be the best. I tried Spotlight Reporting and not liking it so much. I need an app that is easy to use and flexible enough to change the values. Has anyone tried using Budgeto?

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