Note: At the moment there is a bug in the QuickBooks Online Budget Endpoint that no line details for budgets can be imported (AXIS-1092) we have requested this to be fixed.
In QuickBooks Online you can create budgets which users can assign amounts to general ledger accounts either on a monthly, quarterly or annual basis to provide targets for business to work towards. Zed Axis has the ability to import budgets into QuickBooks Online from text or Excel files.\
Steps to import budgets into QuickBooks Online
Follow these steps:
- Open Zed Axis and connect to the QuickBooks Online company you want to import into.
- Click on the Import tab and then browse to the Excel or text file that contains the budget details
- In the mapping section select the option to create a new mapping and then using the drop down list selections map the column in your import file to the corresponding fields in QuickBooks Online.
- Click the import button and Axis will import the budget details into QuickBooks Online
Where the fields appear in QuickBooks Online
Detailed description of the fields you can import
Here are the fields that you can map when importing into QuickBooks
|QuickBooks Online Field||Format||Description|
|Budget Entry Type||Str 21||Period for which the budget is covered (values Monthly, Quarterly, Annually)|
|Start Date||Date||Budget start date|
|End Date||Date||Budget end date|
|Budget Name||Str||Name of the budget|
|Active||Bool||Whether the budget is active or not|
|Budget Type||Enum||Budget type (value ProfitAndLoss)|
|Class Ref||Str||Class name assocatied with the budget|
|Department Ref||Str||Department name|
|Amount||Dec||Amount assigned to the budget detail|
|Account Ref||Str||Account name associated to the budget line detail|
|Customer Ref||Str||Reference to the customer associated with the budget line detail|
|Budget Date||Date||Date of the individual budget detail line|