Downloading Budgets

Welcome to the Community, Gary.

I'm here to provide information about uploading a Budget in QuickBooks Online (QBO).

The option to upload a budget is only available in QBO Advanced. If you're subscribed to one, let me guide you on the steps how:

First, download a budget template:
 

1. Go to the Gear icon, then select Budgeting.
2. On the Budgets page, click Import budget.
3. Select the Sample.csv link to download the template.
   
   
    
4. Save the file somewhere you can easily find. Like the downloads folder on your computer.

Next, create your budget using the template:
 

1. Open the .csv budget template in Excel.
2. Enter your budget for each account for all months listed.
   Important: Don't add more columns or rows. If you need more accounts to appear, add them to your chart of accounts before you download the template.
3. When you’re done, save the changes.

Once ready, you can then proceed to upload your template:
 

1. Go to the Gear icon, then select Budgeting.
2. On the Budgets page, click Import budget.
3. Select Browse and then find and open the template.
   
   
    
4. Click Next.
5. Now your budget is in QuickBooks. Do a quick review.
6. In the Name field, enter a name for your budget.
7. Review the cells. Make sure the correct amounts are in each account. If you need to make edits, select a field and make the changes.
8. When you're ready, select Save or Save and close to save your budget.

For detailed steps, kindly visit: Create budgets in QuickBooks Online.

Moreover, I'll also share this article that can serve as your reference if you want to learn how to set budget targets for each class in QBO: Set budget targets for each class in QuickBooks Online.

Feel free to leave a reply if you require further assistance with uploading budgets in QuickBooks. The Community team always has your back. Have a good one!