Import Budget Plan

Hello there,

It's great to see you here in the Community. I can guide you on importing a budget plan into QuickBooks. 

Here's a guide on how to import a budget plan into QuickBooks.

Step 1: Download a budget template

1. Go to Settings ⚙, then select Budgeting.
2. Select the Create new  ▼ dropdown and select Import budget.
3. Select the period you want to download the template for.
4. Select if you want to create a consolidated (Company level) or sub-divided budget (by class, customer, location, or other categories).
5. Select Next to generate the template.
6. Select the P&L budget_template.xlsx link to download the template generated as per your selections.
7. Save the file somewhere you can easily find it. For example, the downloads folder on your computer.

Step 2: Create your budget using the template

1. Open the budget template in Excel or Google Sheets.
2. Enter your budget for each account for all months listed.
3. 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.
4. When you’re done, save the changes.

After this, we can now go ahead and upload your template. To guide you with the step-by-step process, refer to the Upload a budget using Excel template Step 3 portion of this article: Create budgets in QuickBooks Online. 

For future reference, you can also refer to this article on how to Run reports in QuickBooks Online.

If you have any other questions about your QuickBooks Online, don't hesitate to let me know. I'll be around and ready to help. Have a wonderful day.