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May 13, 2024 3:13 PM UTC
Question

Is is possible to import actual monthly figures into the budget I have set up in QB in order to generate an updated year end forecast each month?

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1 reply

May 13, 2024 4:00 PM UTC

Hello John, thanks for reaching out to the QuickBooks Community. What version of QuickBooks are you using? In QuickBooks Online and QuickBooks Advanced it is possible to import into the budget from an excel spreadsheet. More details on that can be found here in this helpful article. Any questions at all just reply back to this thread, we'd be happy to help further.