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Level 2

Adding a budget in QB Online Advanced

We have QB Online Advanced version.

Instructions say that I should be able to import my budget but I can't find a way to do this. Does it have to be manually entered?  I can get to Budgeting but then it asks me to name my budget then start entering data, nowhere to select "Import Budget"

 

Step 3: Download a budget template

Download a budget template from QB. Use it to create your budget so all of your data is compatible:

1.  Go to Settings and select Budgeting.

2.  Select Import Budget.

3.  Select the Sample.cvs link to download the template.

 

Thanks for your help.

 

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