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Michelle Walsh
May 20, 2023
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Budget vs Actual for whole organisation

  • May 20, 2023
  • 1 reply
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I have been working with Quickbooks online for a couple of years, and previously used Quickbooks Desktop for many years.  When I inputted all our different funder budgets into Quickbooks Desktop it would automatically pull them together if I ran the Budget vs Actual for the whole organisation.  Quickbooks online does not seem to do this, I spend a lot of time inputting 30 different budgets, then have to download them into one document in excel and add up all the different cost codes each month so I can manually input one budget for the whole organisation.  Has anyone found a way to either do this automatically or can suggest a less time consuming solution?

Best answer by GlinetteC

We aim to make your QuickBooks experience efficient and less time-consuming, Michelle.

 

QuickBooks Online is yet to offer a way to automatically enter all the organization's separate budgets together for Budget vs. Actual.

 

I suggest sending your ideas to our product engineers. This way, they'll be able to know your business needs and might include the option for their future product enhancements. 

 

Here's how:

 

  1. Go to the Gear icon located at the top right.
  2. Select Feedback.
  3. Enter your comments or product suggestions. Then select Next to submit feedback.

 

We value your feedback and suggestions to assist you better with doing a task in QuickBooks. You can check out our QuickBooks blog from time to time to learn about the latest changes and upgrades to our products.

 

 For now, you can continue entering the individual budgets and download them to Excel as a workaround.

 

Furthermore, I'm also sharing this article on how to personalise your reports and add filters to show specific details that matter most: Customise reports in QuickBooks Online.

 

If you have additional concerns regarding the Budget vs. Actual report or any other questions, feel free to post them in the comment below. I'll be sure to lend a hand again.

1 reply

G
GlinetteCAnswer
May 20, 2023

We aim to make your QuickBooks experience efficient and less time-consuming, Michelle.

 

QuickBooks Online is yet to offer a way to automatically enter all the organization's separate budgets together for Budget vs. Actual.

 

I suggest sending your ideas to our product engineers. This way, they'll be able to know your business needs and might include the option for their future product enhancements. 

 

Here's how:

 

  1. Go to the Gear icon located at the top right.
  2. Select Feedback.
  3. Enter your comments or product suggestions. Then select Next to submit feedback.

 

We value your feedback and suggestions to assist you better with doing a task in QuickBooks. You can check out our QuickBooks blog from time to time to learn about the latest changes and upgrades to our products.

 

 For now, you can continue entering the individual budgets and download them to Excel as a workaround.

 

Furthermore, I'm also sharing this article on how to personalise your reports and add filters to show specific details that matter most: Customise reports in QuickBooks Online.

 

If you have additional concerns regarding the Budget vs. Actual report or any other questions, feel free to post them in the comment below. I'll be sure to lend a hand again.

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