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I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

 
QuickBooks Team
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Re: I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I ...

Great to have you here, @joyfulpreschool.

 

QuickBooks Online is designed to meet your business accounting needs. I’d like to share some information on how creating a budget works in QuickBooks Online.


For starters, QuickBooks Online only supports importing of the customers and vendors listchart of accountsbank transactionsproducts and services and custom invoices. Currently, the ability to import a prepared budget whether an it is an excel or .csv file is not yet available. In the meantime, you can manually create a budget in the system.

 

I can see how importing a prepared budget would be helpful for both you and your business. I’d be glad to forward these suggestions to our Product Engineers for consideration in future updates. QBO is constantly changing and evolving based largely on the suggestions and requests of users, like yourself.
 
You can also submit any suggestions, feedbacks and requests for product improvements. Here’s how:

  1. Click the Gear icon.
  2. Choose Feedback from the drop-down.
  3. Type in your Comments, Suggestions or Feedbacks.
  4. Choose Next.
  5. Select a category, and click Send message.

If you’re having difficulty creating budget on your end, I’d suggest reaching out to our Customer Care team. A specialist will be able to further assist you via a secured remote access session.
 
Feel free to leave a comment below if you have other questions about creating a budget and managing your business related transactions. I’m always here to help.

Community Contributor *
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Re: I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I ...

This is another reason to not recommend this product to accountants. 

Moderator
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Re: I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I ...

Hi there, Bookkeeper8,

 

We can certainly see how importing a prepared budget in the system would be useful. The road map for more features considers the feedback we receive from our customers.

 

The functionality may not be available at this point but rest assured that we've forwarded this to our product engineers so this may be considered in the future.

 

It would also be best if you could send us feedback with regards to the feature that you'd want to be included in the product for future upgrades.

 

The Feedback board is frequently reviewed by our product developers for ideas to implement in the future.

 

If there's anyhting else you need help with concerning QuickBooks Online, please feel free to reach back out. Have a great day!

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Re: I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I ...

You guys really need to have the same level of functionality present between Online and Desktop.  It's ridiculous you can't run reports by department level budget, and you can't even import a master budget.

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Re: I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I import a budget?

I can't believe QBO doesn't have this feature - I just spent 2 months modeling (which you have to do in excel or 3rd party tool b/c QBO doesn't support this type of service) and now I find out I'm going to have to manually type in every single entry into the budget tool.

 

Unbelievable.

 

QuickBooks Team
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Re: I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I ...

Hello there, @castagnoli.

 

I want to ensure customers like you are having the best possible experience while working with QuickBooks. We're aware of the feature you're looking for about importing budgets prepared in Excel to QuickBooks Online (QBO). However, this feature isn't available in QBO as of now.

 

As a workaround, you can look for a third-party application that can handle budgeting through our App Center.

 

To learn more about creating, editing, and managing budgets in QBO, you may check this article: How to create, edit, and manage budgets.

 

You can always add a post/comment below if you have any other questions about budget. I'll be always here to help you!

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Re: I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I ...

All 3rd party apps require knowledge of the .iif file format and specifically the header. There isn't much help online either by QB/Intuit or others as most use Desktop versions of the software. The biggest issue is that the Budget is a List. Even with 3rd party import tools - there's no way to create a new Budget List (eg: FY19 - High vs FY19 Low versions of same fiscal period budget). 

 

Very frustrating. Even an export .iif option would provide a significant improvement level over current functionality. For customers like me who have >100 rows in my COA and budget multiple times year on a high and low basis across multiple Classe - it's ridiculous to think I'm going to manually type in literally thousands of points of data. 

 

It would even help if a user could copy past on the budget creation fields from an external source! The idea of copying a single amount across all fields (current functionality) in a row is ridiculous.  

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Re: I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I ...

I imported an .iif budget file, It was accepted and now I can't locate it.  Where is it? 

Anonymous
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Re: I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I ...

I'm here to help locate your imported IIF budgets file, @Annicat.

 

If you're using QuickBooks Desktop, you can locate the imported budgets lists when pulling up your Budget Overview report.

 

Here's how: 

 

  1. Go to the Reports menu.
  2. Select Budgets & Forecasts and click Budget Overview.
  3. The imported budgets list should show on the Budget Report selection. Click the drop-down arrow to choose.

 

That should do it. If you need assistance in locating your budgets, you can contact our Desktop Support to help you in going through the steps. They have extra tools to locate it in a secure environment. 

 

Also, if you need other references you can use in the future, you can visit our help site anytime.

 

Let me know if you have other questions about your imported IIF. I'm here to help.

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Re: I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I ...

Lily,  You said "you can locate the imported budgets lists on your folders" ,  which folders are you referring to?

Anonymous
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Re: I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I ...

Thanks for the follow-up, @Annicat.

 

I've updated my answer to provide clarification about importing the IIF file.

 

Once you successfully import the IIF file of budgets lists, you can open it by generating the Budgets Overview report. 

 

If you need to view the exported IIF file, you can refer to this article for more information: Export or import Intuit Interchange Format (.IIF) files.

 

Let me know if you have further questions about the imported budgets. I'll be on the lookout for your reply if you need further help.

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Re: I need to import a budget prepared in excel. I don't want to have to key it in to QBO. Can I ...

Thank you, Dan...  glad Quickbooks is selling us an inferior product at a higher price... great business model.