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fawmem
Level 1

Can we upload budget in excel

upload budget template
1 Comment 1
Mark_R
Moderator

Can we upload budget in excel

It's good to see you here in the Community, @fawmem.

 

Uploading budgets in QuickBooks Online (QBO) is currently unavailable in the Global version.

 

I can see how beneficial to you and your business to import budget templates to your QBO version. As of now, you can enter your budget manually into your QBO account. Here's how:

 

  1. Click the Gear icon, then select Budgeting.
  2. Select Add budget.
  3. Enter a name for the budget. Then, select the financial year you are creating the budget for. 
  4. From the Interval drop-down, choose whether you want the budget to display MonthlyQuarterly, or Yearly
  5. Use the Subdivide by drop-down to subdivide the budget further. 
  6. Click Next when you're ready. 
  7. Enter your budget for each account for each month. 
  8. Review your created budget, then select Save and close.

 

I'm adding this article for more guidance: Create budgets in QuickBooks Online.

 

Just in case you want to review and keep track of your budget goals, you can run special budget reports, like the Budget Overview report or Run Budgets vs. Actuals report.

 

Fill me in if you have other concerns or follow-up questions about uploading budgets in QBO. I'm always here to help.