MJoy_D
Moderator

Banking

I can share additional information about Spreadsheet Sync for QuickBooks Online Advanced, @smartds

 

The option to upload budgets by class and locations by using Spreadsheet Sync is currently unavailable. That would be a great addition to the current features that we have, so I'll take note of it. 

 

It's great that you shared how you uploaded your budget. Your experience will surely help others. 

 

Currently, Spreadsheet Sync for QuickBooks Online Advanced doesn't support uploading budgets by class and location. However, I'll make a note of your suggestion to add this feature in the future. If you'd like, you can also leave feedback on the product by going to the Gear icon, selecting Feedback, and providing your product suggestion. 

 

Here are the steps:

 

  1. Go to the Gear icon and select Feedback.
  2. Provide your product suggestion. 
  3. Click on Next to submit feedback.

 

You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?.

 

From here, you can run Budget Overview report or Budgets vs. Actuals report keep track of your budget goals. For detailed guidance here's how to run reports in QuickBooks Online.

 

Let me know if you need further information about Spreadsheet Sync. I'm always here to answer them for you. Keep safe, and have a wonderful day!