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BrianQW
March 23, 2022
Question

Import budget csv file with classes / cost centres

  • March 23, 2022
  • 1 reply
  • 0 views

We recently upgraded to Quickbooks Advanced and would like to leverage the ability to upload our budget in an excel/csv. We downloaded the sample csv but cannot find a way to specify the class/cost centre in the file. We input a dummy budget and uploaded to quickbooks to test and the budget screen does not seem to have any drop-downs/toggles to select the class/cost centre.

 

How can we load our budget to quickbooks by class/cost centre? 

 

EDIT: Also noticed the import file only lists the GL names, but not the GL number. Can we add the GL number too?

1 reply

J
JamesM4
March 24, 2022

Hi BrianQW, 


I appreciate you taking the time to connect with us here. QuickBooks is a versatile program that's designed to help you streamline your work. I'll be happy to point you in the right direction so you can achieve your QuickBooks goals with ease.


Based on the details you've provided, I encourage you to check out this helpful article here that shows you how to Create and import budgets into QuickBooks Online. I can see the benefit of having the option of the drop-downs/toggles to select the class/cost centre and I encourage you to send this as feedback to our engineers. You can do this by clicking the Gear icon and looking for Feedback. 


I encourage you to look into third-party apps from our app store that can assist you with importing your data in QuickBooks. You can access our app store by visiting www.apps.com. I recommend choosing an app that suits your business needs based on the app description and reviews. 


Let me know if this info helps. I'll be one message away in case you need anything else. 

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