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May 14, 2020
Question

Is it possible to upload budget by importing an excel file or download existing budget to make changes?

  • May 14, 2020
  • 1 reply
  • 0 views
Is it only QuickBooks Online Advanced has this functionality and not the Plus platform?

1 reply

May 14, 2020

Hello joycecn,

 

QuickBooks Online Plus's budget feature is another great option for organizing and managing your business's books. I see how being able to import a budget created outside of the program would be useful. I'll gladly go over what's available for QuickBooks Online.

 

While the Canadian version of the program offers the ability to create, edit, copy, and delete budgets in the program, the option to import a budget created in Excel or elsewhere is not available at this time. If what you mean by your second part of the question about downloading an existing budget is that you'd like to copy a budget in the program to make changes to it, that can be done.

 

I encourage you to review the following article to learn more about budgets in QuickBooks Online: Create budgets in QuickBooks Online

 

It's great that you were looking around at the options for QuickBooks Online. The Advanced plan is available on US subscriptions. If you happen to be a US customer looking for more information about budgets, feel free to repost your question in the QuickBooks US Community or reach out to QuickBooks US support.

All the best to you!