Can someone email me the steps to create department budgets that roll up to a consolidated budget for the entire company?

Hello there, ceo20. At this time, QuickBooks Online (QBO) does not support the ability to automatically roll up department budgets into a consolidated company budget. As a workaround, you can export budget reports, which you can manually consolidate in Excel.

Here’s how to export a Budget report to Excel:

1. Navigate to the Reports tab in QuickBooks.
2. Under Financial planning, choose Budgets, then select the desired report.
3. Click Export.

For an easier and automated way, we suggest using third-party apps designed for budgeting and financial management. These tools work well with QBO, making the process more efficient.

If you need help exporting budgets, feel free to reach out by clicking the Reply button. We’re here to help.