Import budgets into QuickBooks Online

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.

Overview

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

More help?

Download a budget template: Budget.txt

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

Article ID: 357, Created: 11/30/2021 at 12:54 AM, Modified: 8/31/2022 at 6:13 AM