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I want to import a budget into QBonline. Our budgets include account & class,by month.I see I can do acct/mth or class/mth but how do i do acct/class by month?Possible?

Forum|Forum|6 years ago
March 9, 2020
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QuickBooks Online

Best answer by vpcontroller

In the QBO Advanced plan, you can create a budget and import the simple budget but without by class, customer, or location. At least, that's how I see it.

Also confirmed by another QBO user:

https://quickbooks.intuit.com/learn-support/en-us/other-questions/import-budget-by-class-in-quickbooks-online-advanced/00/503154

@angela32 - see what @IntuitLily said...

vpcontroller

@angela32

Assuming you've Advanced plan, I don't think you can import the budget format as you want at this time. Send them feedback.

A

angela32Author

Thank you for the confirmation. I didn't think it was possible either.

R

rvrfrf

Thanks for joining the community, Angela32. We're happy to have you here!

The option is available depending on which version of QuickBooks Online you're using. There's a process for creating and importing budgets in both the Advanced and Plus versions. If you're using Advanced, you can start from an Excel or Google Sheet template. Intervals for your budget can be monthly, quarterly, or yearly. Whichever works best for your business. You can also split the budget by class, customer, or location.

If there's any other questions you have surrounding this, I'll be here to help.

vpcontrollerAnswer

@rvrfrf @angela32

In the QBO Advanced plan, you can create a budget and import the simple budget but without by class, customer, or location. At least, that's how I see it.

Also confirmed by another QBO user:

https://quickbooks.intuit.com/learn-support/en-us/other-questions/import-budget-by-class-in-quickbooks-online-advanced/00/503154

@angela32 - see what @IntuitLily said...