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leopold-hugotech
Level 1

How to upload the budget in excel into QuickBooks?

I have prepared my budget on excel but i'm not able to upload
1 Comment 1
ChristineJoieR
QuickBooks Team

How to upload the budget in excel into QuickBooks?

It's great to have you here, @leopold-hugotech. I'd like to provide some details on how to create a budget in QuickBooks Online.

 

To begin with, QuickBooks Online only allows you to import your customer and vendor list, chart of accounts, bank transactions, products and services, and custom invoices. However, this feature is currently unavailable. In the meantime, you can use the system to manually build a budget.

 

I can understand that, this has already been beneficial to both you and your company. By submitting any suggestions for product improvements. These will be forwarded to our Product Engineers for consideration in future updates.

 

Here's how:

 

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

 

Furthermore, you can look for a third-party application that handles budgeting. Visit this page: QuickBooks App store

 

In addition, I included this link for more information: Create budgets in QuickBooks Online

 

In case you have other questions, leave them in the comments below. I'll be sure to get back to you.