Other questions
Hi @Wildrivers1.
While we're unable to import budget by class in QuickBooks Online Advanced, you won't be able to include a column that will indicate the class. When you upload the class one at a time to populate one budget file in QBO, the system won't be capable of reading the file and determining its path.
In the meantime, I recommend sending feedback using your QBO account. This way, our Product Developers will know that this is crucial to your business and may add this feature in future updates.
- Click the Gear icon on the top right.
- Select Feedback.
- Enter your suggestion.
- Click Next.
On the other hand, here's how to use a template and import a budget:
- Click the Gear icon on the top right.
- Select Budgeting.
- Hit Add budget and then enter dummy as the budget name.
- Click Next and then Save.
- Once done, click Import budget from the Budgets window.
- Click the Sample.csv link to download the template, then save it somewhere you can easily trace, like the Desktop folder.
For more information about moving your budgets and managing them in the system, you can reference this article: Create and import budgets in QuickBooks Online Advanced.
Feel free to let us know if you have additional questions about importing budgets. I'm always willing to assist you here. Enjoy your day.
