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Level 1

Can you import a budget into QB online plus?

 
7 Comments
Moderator

Can you import a budget into QB online plus?

Hi, marthinus.

 

Importing Budgets is currently unavailable in QuickBooks Online Plus. You might want to look for a third-party application that offers this kind of functionality.

 

To help you manage your budgets in QuickBooks Online, check out this article: Create budgets in QuickBooks Online.

 

You can always check with us here in the Community if you have any other concerns. Have a good one.

Level 1

Can you import a budget into QB online plus?

Hi Rosemarjorie

 

The following step is not possible as there is no option that says" IMPORT BUDGET"

 

"Step 3: Download a budget template:

 

  1. Go to Settings ⚙ and select Budgeting.
  2. Select Import budget.
  3. Select This template to download the .csv template. Save it somewhere you can easily find it, like your Downloads folder or desktop."

Regards

Marthinus

QuickBooks Team

Can you import a budget into QB online plus?

Hi @MarthinusG,

 

I'll take care of your concern about importing budgets in QuickBooks Online (QBO) Plus.

 

At this time, there isn't an option to upload a budget into QBO. Once you get to the Budgeting page, you'll have to enter your data by hand.

 

I can see how this feature you mentioned can be helpful not just for you, but for all other users using budgets. With that said, we've taken note of this. 

 

In the topic of budgets, take a look at this article: Set budget targets for each class. It's a step by step guide on how to set a target budget for your classes. 

 

Feel free to place a reply in the comments below, in case you have other questions in mind. I'll get back to you. 

Level 1

Can you import a budget into QB online plus?

why does the Help function and your instructions say there is an "Import Budget" feature if that actually does not exist?

QuickBooks Team

Can you import a budget into QB online plus?

Let me make it up to you, Rusty H. I'd like to explain further.

 

In QuickBooks Online, you can only import:

  • Bank Data
  • Customers
  • Suppliers
  • Chart of Accounts
  • Products and Services
  • Invoices

We're unable to import the budget data. You'll want to do it manually. You can always refer to this article about creating budgets for more information.

 

If you have other concerns, feel free to let us know. We're right here to help you.

Level 1

Can you import a budget into QB online plus?

Since it has been established that importing a budget into QB online isn't possible (yet), Could someone please delete the original post? It is extremely misleading and quite honestly smells of false advertising.

 

I very much look forward to the day when this overlooked function is available. But until then, all Quickbooks admin and support should say is: Sorry not available!

Thank you

QuickBooks Team

Can you import a budget into QB online plus?

I'll take note of your request, LRamaB.

 

We will reach out to the agent and have her update the original post. To stay updated with the product improvements, you can visit our QuickBooks Blog

 

Please feel free to add a reply if you have other QuickBooks Online concerns. We're always here to help you.