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January 10, 2022
Question

Hi, I need to import my budget from excel to QBO plus. Please help, that function is minimal for any company and system

  • January 10, 2022
  • 1 reply
  • 4 views
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1 reply

January 10, 2022

Welcome to the Community, @arios-webdox-cl. Let me provide some information about budget in QuickBooks Online (QBO).

 

The option to import a budget file into QBO is unavailable. What we can do is create it manually.

 

Here's how to manually create a budget:

 

  1. Go to Settings and select Budgeting.
  2. Find your budget on the list.
  3. Select the Action ▼ dropdown and then Run Budget Overview report or Run Budgets vs. Actuals report.

 
For more details about deleting, copying, and editing budgets, you can check that out here.

 

In addition, I've included this link to related articles in Importing and Exporting Data for QBO for your convenience.

 

Feel free to add comments if you need further assistance with your importing budget. I’m always here to assist you. Have a great day!