Manage Budgets using spreadsheet sync. No existing budgets there.

SuperAcc · ‎October 12, 2023

Hello Team,

I was trying the new feature of managing budgets in QBO spreadsheet sync. However, after selecting "Edit existing budget", it shows there are no existing budget in the drop-down list. I believe there are existing budgets in our QBO. Also, I have attached the screenshot. Could you please help? Thank you so much.

Erika_K · ‎October 12, 2023

I appreciate the screenshot you've provided, @SuperAcc.

I'm here to help you manage budgets in your Spreadsheet Sync in QuickBooks Online (QBO).

The Select Budget dropdown list recognizes the budgets you created within Spreadsheet Sync. We have to finish setting up Spreadsheet Sync and create a budget to enable us to link our budgets in QBO.

Just a heads up, we can only link the budgets we created in Spreadsheet Sync to QBO. Creating budgets in QBO and linking them to Spreadsheet Sync isn't available.

To create budgets in Spreadsheet Sync, we have to:

Select the company file you want to create budgets for.
In the Spreadsheet Sync panel, choose Manage Budgets, then select Create Budget.
Name your budget, then set the time period.
Review the details and select Set up budget.

After creating a budget in Spreadsheet Sync, we can edit it anytime.

Here's how:

In the Spreadsheet Sync panel, sign in to your company and select Manage Budgets.
Then, choose Edit Budget and select the budget you want to edit.
Make necessary changes and click Next.

For more information on securely sending data to Excel and QBO, check this article: Get started with Spreadsheet Sync for QuickBooks Online Advanced.

Moreover, you can read post data to QuickBooks Online Advanced using Spreadsheet Sync to help you be informed about the available templates in Spreadsheet Sync for posting data and pulling data for reports.

Let me know if you have more questions about managing Spreadsheet Sync in QBO. We're always here to help. Have a good one!

View solution in original post

Erika_K · ‎October 12, 2023

I appreciate the screenshot you've provided, @SuperAcc.

I'm here to help you manage budgets in your Spreadsheet Sync in QuickBooks Online (QBO).

The Select Budget dropdown list recognizes the budgets you created within Spreadsheet Sync. We have to finish setting up Spreadsheet Sync and create a budget to enable us to link our budgets in QBO.

Just a heads up, we can only link the budgets we created in Spreadsheet Sync to QBO. Creating budgets in QBO and linking them to Spreadsheet Sync isn't available.

To create budgets in Spreadsheet Sync, we have to:

Select the company file you want to create budgets for.
In the Spreadsheet Sync panel, choose Manage Budgets, then select Create Budget.
Name your budget, then set the time period.
Review the details and select Set up budget.

After creating a budget in Spreadsheet Sync, we can edit it anytime.

Here's how:

In the Spreadsheet Sync panel, sign in to your company and select Manage Budgets.
Then, choose Edit Budget and select the budget you want to edit.
Make necessary changes and click Next.

For more information on securely sending data to Excel and QBO, check this article: Get started with Spreadsheet Sync for QuickBooks Online Advanced.

Moreover, you can read post data to QuickBooks Online Advanced using Spreadsheet Sync to help you be informed about the available templates in Spreadsheet Sync for posting data and pulling data for reports.

Let me know if you have more questions about managing Spreadsheet Sync in QBO. We're always here to help. Have a good one!

SuperAcc · ‎October 12, 2023

Thank you so much.

Based on your answer, I noticed we are able to create consolidated budget via spreadsheet sync. Does it mean subdivided budget can not be created via spreadsheet sync?

Rubielyn_J · ‎October 12, 2023

I'm glad you found the previous answer helpful, @SuperAcc.

Regarding your question about creating a subdivided budget via spreadsheet sync, let me provide you with some information.

While the spreadsheet sync feature in QuickBooks allows you to create a consolidated budget by syncing data from a spreadsheet, creating a subdivided budget can only be made within QuickBooks.

While it's currently unavailable to create a subdivided budget via spreadsheet sync in QuickBooks Online, we're actively looking into ways to implement such a feature in the future.

To ensure it receives attention from our product engineers, I suggest using the feedback option, enabling us to enhance the program's features accordingly.

Here's how:

Navigate to the Gear icon at the top.
Click Feedback.
Enter your comments or product suggestions.
Then select Next to submit feedback.

Additionally, let me share this resource to learn about the types of templates available in Spreadsheet Sync for posting data to QuickBooks Online. These templates aim to facilitate the posting of data or to pull data for generating reports: Post data to QuickBooks Online.

If you have any further thoughts or insights in the future, please reach out to me. I'm here to listen and collaborate with you to enhance your experience with us.

jenberger · ‎December 27, 2023

Not good enough, Intuit. Very evasive.

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Manage Budgets using spreadsheet sync. No existing budgets there.