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December 19, 2022
Question

How do I import an excel budget into QBO Plus?

  • December 19, 2022
  • 1 reply
  • 0 views
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1 reply

December 19, 2022

Hello there, @Bookkeeper Sara. Thanks for posting in the Community forum. 

 

Let me share insights about importing budgets in QuickBooks Online (QBO).

 

The option to import or upload a budget using an excel file is only available if you're using a QBO Advanced subscription. You may want to consider upgrading your subscription to have this feature. To know more about how QBO Advanced work, I recommend visiting this site: https://quickbooks.intuit.com/online/advanced/.

 

I know the importance of importing an excel budget in a QBO Plus subscription. In the meantime, I recommend sending this request straight to our product engineers through feedback. 

 

To send feedback, follow the below steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

To learn more about creating, editing, and managing budgets in QBO, you may check this article: Create budgets in QuickBooks Online.

 

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

 

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

December 21, 2022

This is very frustrating as I just upgraded our membership to Plus because I was told from your sales team that I would be able to import a spreadsheet into a budget. Now I can't and need to upgrade further, this is getting frustrating.