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H
HC13
March 7, 2020
Question

Import Budget by Class in QuickBooks Online Advanced

  • March 7, 2020
  • 7 replies
  • 0 views

Hi,

Our company uses Quickbooks Online Advanced.  I have a very detailed and extensive budget that is broken down by several classes.  How do I import this?  I can import a budget, but when I do this, it does not give me the option at the point of importation/creation to subdivide by class.  Alternatively, I can create a budget and set it to subdivide by class, but then I can not import into this budget.  So on the one hand I can import, and seemingly on a different hand I can get my classes.  How can I accomplish an upload with classes?

Thanks.

    7 replies

    vpcontroller
    vpcontroller
    March 7, 2020

    @HC13

     

      "I can import a budget..."

     

    Just curious, how are you importing a budget in QBO?

    H
    HC13Author
    March 7, 2020

    I can import a budget by clicking on the Import budget button.  The problem is that it creates and imports at the same time and does not give you the option of subdividing so that you can budget by class.  You seem to only get this option if you manually create, but then at that point, I can't import into an already created budget.  And once a budget is created, you can't change it to subdivide.

     

      vpcontroller
      vpcontroller
      March 7, 2020

      @HC13 

       

      TRUE. I looked at it, I don't see how you can import budget by class/customer or edit imported budget template later.

        V
        vfioresi
        February 17, 2021

        This is pretty disappointing that nothing has changed in the past year. QBO budgeting is a cumbersome process without the ability to import multiple class budgets, nor is there an option to copy and paste rows of information into a budget line item. To actually add in a new budget you need to copy and paste every individual cell by account by class. At least with desktop you could copy entire rows into a budget. I'd love to know if any of this is being considered in a release plan QBO in the near term. It would be greatly helpful. Thanks.

          C
          ccurcioLLCT
          February 22, 2021

          So how do you get a budget by class into QBO?   If it can't be imported.  Where does it get entered?  (We had it in QB Desktop)

          S
          SarahannC
          February 23, 2021

          Hello there, ccurcioLL.

           

          Let's get this thing done by manually entering budget by class in QuickBooks Online. You'll need to turn on the Class feature and create a class name first. Here's how:

           

          1. Go to the Gear icon.
          2. Select Account and Settings under Your Company.
          3. In the Advanced tab, turn the Class feature.
          4. Click Save. Then, Done.

           

          Once done creating a class. You can then start entering a budget. Here's how:

           

          1. Still, go to the Gear icon.
          2. Select Budgeting under Tools.
          3. Click Add budget at the upper-right corner.
          4. Enter budget name. Then, select Class.
          5. Click Next to enter amounts.
          6. Then, hit Save.

           

          Also, you can run the Budget Overview or Budget vs. Actuals report to view the data. Once you get there, utilize the Customize button. In the Filter section, make sure to tick the Class box and include all the class you created for the budget. Then, hit Run report to reflect the changes.

           

          You may want to check these articles for information about QuickBooks reports:

           

           

          Let me know if you have other questions. I'll respond and provide you the information you need from us. Take care always.

          salcalan
          salcalan
          March 25, 2022

          Any updates on this? Just spent a GREAT deal of time setting up my budget to be imported by Class and just now realized that it cannot be done. How can you have a "subdivide budget by class" feature but not offer a "upload budget by class" feature? 

          S
          SteveTreasurer
          September 23, 2022

          Just spent an hour with QB support before seeing this post (saw lots of other posts that didn't address this specific question). I will need to spend quite some hours punching in a couple of years of a nonprofit's budget. I am volunteer, so I don't get paid, but HEY INTUIT this would be a great feature (really, an essential feature) to have to encourage users to migrate from DeskTop. 

          Intuit -- you want people to migrate to online -- make the migration easier -- "P/L vs budget by class" isn't the first report we run to verify a clean migration -- a couple of days after migration the shock hits...of course we're upset because we had no clue that QB couldn't handle this seemingly straightforward task.

          Kinda wondering what else didn't migrate cleanly that I'll find out about in a few weeks... 

          Peace

          C
          Charies_M
          September 24, 2022

          Welcome to this thread, WIND3.

           

          I understand how you want to have the Profit and Loss Budget by class in QuickBooks Online (QBO). Since this feature is unavailable, I would appreciate if you can send us your thoughts and request about the said option. Our engineers would love to hear suggestions from users like you. They're always looking for ideas to consider on how to improve QBO.

           

          Here's how:

           

          1. Go to the Gear located at the top.
          2. Under Profile, click Feedback.
          3. Enter your recommendation and select Submit.

          You can also utilize this link to check the status and keep you in the loop on our progress of your request: Customer Feedback for QuickBooks Online.

           

          I also suggest visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features. Please refer to the link shared by my colleague above.

           

          Also, when migrating from QBDT to QBO, some of the features or data that do or don't move to QBO. 

           

          Here's an article that you can visit to learn more about those: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

           

          Find me here if you have additional questions about managing reports in QuickBooks. I'll be here to answer them for you. Have a good one.

          C
          crh_drb
          September 29, 2022

          This is a must have feature for Quickbooks!

          Crazy that you can't import a subdivided budget.

          This is the kind of thing that makes moving off Quickbooks a much easier decision.

           

          These no-brainer features that QBO does not have...can't believe it.

           

          QBO - you must be prioritizing importing subdivided budget.

          Please get back to us!

          I
          IOE_MFB
          February 13, 2023

          I was also surprised and frustrated to find that you can set up and use classes on transactions, but can't import a budget with classes.

           

          As long as you can only use one class per transaction, I don't understand how it would be an issue to add this field to the budget import.  One way that I've seen it work with other software is that you may have multiple budget lines per account, each with a different class.

           

          I will submit my feedback through the channel recommended in this thread, but in the years that have passed since this thread started, it doesn't seem like there's been any progress in getting this necessary feature onto the product roadmap.

            A
            AmaraStaffAccountant
            February 28, 2023

            more fuel on the fire!! I cannot believe this has not been implemented - then again, I can. It also wouldn't report my 1099 detail. I even contacted support and nothing happens. I will be suggesting a new software in the upcoming year because QuickBooks is too limited and buggy. I sit facing entering over a dozen class specific budgets by month with 150 expense accounts to choose from for 2023. 

              F
              franklinton23
              March 7, 2023

              This is an important feature. I agree it should be offered! I've got 7 classes and 70 accounts... AND I spent a lot of time preparing my budget to import by .csv using their proposed format. At the very least QBO should make it clear the import isn't available for classes so people don't prepare their budgets expecting to be able to do it. 

              M
              mlasar
              June 4, 2023

              how can this feature not be in place yet? reason to switch to sage intacct!

                T
                toddlewismitchell
                June 23, 2023

                Hello, 

                 

                Does Intuit have a timeframe yet for adding the ability to import budget by class? This is very important to our future and will be a reason that we will not renew next year if not. Also, please do the research for us and let us know if third party apps provide this feature (Transaction Pro does not) if this is not even on your roadmap if you would like to keep our business. 

                 

                Thank you! 

                  F
                  FateCandylaneT
                  June 23, 2023

                  I appreciate you posting here with your concern, toddlewismitchell. 

                   

                  I understand the relevance of having this ability for you and your business to import budget by class. Please know that our software engineers regularly review customer feedback to enhance QuickBooks Online and provide the best possible experience for our valued users. Your ideas help shape the direction of our product, and we strive to meet the evolving needs of businesses.

                   

                  To help us achieve your goal, you can also send this idea directly to our product developers. They'll consider implementing this option and assist you with your business demands in this manner.

                   

                  Here's how to send feedback:

                   

                  1. Go to the Gear icon and select Feedback.
                  2. Enter your product suggestions or feedback.
                  3. Then, click Next to submit feedback.

                   

                  Alternatively, you'll want to visit our app market to look for third-party providers that can help import budgets by class.

                   

                  You can also visit our QuickBooks Online Blog to be updated about our latest happenings. Through this, you're able to get the newest news, features, and updates about QuickBooks Online and what our Product Care Team is working on.

                   

                  We understand that having a seamless experience is crucial for our users, and we appreciate your patience and understanding as we work to improve our software.

                   

                  If you have any further questions or need assistance with anything else, please don't hesitate to let us know. We're here to help and ensure your continued satisfaction!

                  P
                  PCC Chris
                  March 15, 2024

                  Are there any updates to this in 2024?

                   

                  Absolutely mindboggling that QBO is marketed as being appropriate for anything with even slightly complex reporting requirments that this feature is missing.

                  It doesn't even seem like it would be that hard to implement.

                  A
                  Alex M
                  March 15, 2024

                  Hi there PCC Chris,

                   

                  Thanks for reaching out about importing budgets. QuickBooks Online is a tool able to help you keep track of your financials so you can compare them to the budget you set for the equivalent period. I can provide some information about budgets.

                   

                  When importing budgets, you have the ability to choose if it's a Consolidated budget for the entire company, or a Subdivided budget, divided either by Customer, Class or Location. The choice will appear on the Import screen for the budgets so you can make sure it's set correctly.

                   

                  If you have any other questions, feel free to reach out here.

                  C
                  cowardles
                  March 18, 2024

                  This is if the budget is being input MANUALLY. My budget as is most every where I worked in the format of account number, class, 12 monthly amounts. It is one file in one sheet. Every other software I used could inport this. QuickBooks cannot.

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