How to Create and Import Budgets in QuickBooks Online?

⁣Welcome to the Dancing Numbers Video which talks about the creating and importing budget in QuickBooks online. https://www.dancingnumbers.com/create-and-import-budgets-into-quickbooks-online/?utm_source=youtube&utm_medium=video&utm_campaign=yogesh

To start budgeting, click the gear tool and choose budgeting tab to open the budgeting window.

Now you can select either the import or Add Budget button.

To create a budget, you will have to fill in all the details of the expenses month-wise in a yearly budget format.

Remember that entering all such figures is mandatory to have a current representation of the company financial abilities for expenditure.

Such Budgeting is a often very helpful to keep a tab on the expenditure and earnings to help assess the real impact on finances of a company.

At any given point in time, you can delete any section of the budget if it is not relevant by simply clicking the close button on it.

Once you are done with the filling of all the information, you can click Save or Save and Close.

At the end of filling all relevant information, you might see that there are plenty of rows where there are no figures, you may choose to not show them in the budget.

To Import an already filled Budget from Excel in (.csv) format, you can simply click the Import button, choose the file and click next to import the file.

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Topics Covered here are:

00:00:00 Introduction About Create and Import Budgets in QuickBooks Online
00:00:45 How to Add Budgets in QuickBooks Online
00:00:50 How to Create Budget and Add Details
00:15:17 How to Import Budgets in QuickBooks Online