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November 7, 2023
Question

I'm using budgets and after I put in a number for the year in a line item, the monthly budget spreads the number across all months. How do I stop this automated feature?

  • November 7, 2023
  • 1 reply
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1 reply

November 7, 2023

Welcome to the Community space, @UpwellKR.

 

The option to stop the automated feature after putting an amount in the line item when creating a budget is not yet available in QuickBooks Online. QuickBooks automatically breaks down the amount you input to equally divide them. However, you have the option to delete or edit the amount you want to input on a yearly, quarterly, or monthly basis.

 

I've also added this article if you want to learn how to create and edit your budgets with Spreadsheet Sync:

 

Create and edit budgets in Spreadsheet Sync for QuickBooks Online Advanced.

 

Let me know if you have any other concerns or queries. I'm more than happy to help. Keep safe!