QuickBooks Online Feature Requests

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  1. Allow a budget to be uploaded from excel.

    It is so time consuming to have to enter each line item in the budget, by month, manually.

    118 votes
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      6 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
    • Budget by Class Online

      Is there yet a way to report Budget vs Actual by Class in the online version? Our church really depended on this reporting in the desktop version. I see several others have requested the same. Any updates?

      44 votes
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        1 comment  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
      • Rolling Forecast

        Need to provide more flexibility with Budgeting report, for starters please make QBO have the same reporting, flexibility, and functionality as the desktop version. Example, I could run a budget report with a date range of the next twelve months to show clients a rolling 12 month forecast. I was not able to have QBO include multiple FY Budget Data needed to do this. Also the Budget performance report on the Desktop was a great report that included prior month v budget, ytd v budget and the remaining budget for the year, it was a great report I want back.

        41 votes
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          0 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
        • Financial Forecast/Projection Reports

          In QBDT we're able to create Financial Projections, it would be nice to have that ability in QuickBooks Online as well.

          25 votes
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            0 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
          • Budget

            Add the ability to run a budget vs actual report containing the month to date and the year to date in the same report.

            23 votes
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              0 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
            • Budgeting

              Budget for fiscal year. Your format defaults to calendar year, resulting in monthly budget reports which are inaccurate. The 5-column Budget in Desktop was awesome--can you provide it in QBO?

              20 votes
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                0 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
              • Add a Budget feature to Essentials.

                The lack of a budget feature in Essentials will probably be a deal killer for us. Does anyone run a business or non-profit w/o a budget???

                This is a serious shortcoming, IMO.

                18 votes
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                  3 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
                • budget vs actual by class

                  We really need to be able to customize our budget vs actual by class for report running. Any chance this feature will be added anytime soon? I don't think QB online will be the right fit if it doesn't have this function

                  13 votes
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                    0 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
                  • Budget v Actual by Class

                    Budget v Actual by Class

                    12 votes
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                      0 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
                    • budget import

                      add a feature that allows budget template imports

                      9 votes
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                        0 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
                      • Cash flow budget

                        Cash flow budget

                        9 votes
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                          0 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
                        • The recent budgeting update made things more difficult!

                          In the new QBO budgeting update, things are no where near as user-friendly as they were in the old version.

                          Issues are as follows:
                          1) Where are the chart of account numbers? I want to see those.
                          2) In the old version there was no "interval" selected when creating a budget for the fiscal year. Whether the original budget, or in copies of that budget, you could seamlessly switch between entry methods for annual, quarterly, or monthly. Now, I have to re-enter entire budgets for any client who wishes to refine their annual budget and redistribute the annual budgeted amount…

                          8 votes
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                            2 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
                          • Refresh Budget with Actuals

                            Case #506958444

                            We like to update our budget monthly. In order to keep it as accurate as possible, we would like the ability to "refresh" past budgeted amounts with actual amounts. This is different than simply viewing the budget vs actual report.

                            We like to view it as an annual budget that is updated every month, but currently there is no way to accomplish this without creating an entirely new budget and re-doing all of the work. For example, when I get to April, I'd like my budget to show for the entire year but want Jan-Mar numbers to be…

                            8 votes
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                              0 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
                            • Allow budgets to be created for any time frame, not just the fiscal year.

                              Currently budgets default to the fiscal year preventing a calendar year budget. If one attempts a work around by changing the fiscal year to calendar year in Preferences, you are not permitted to set the Tax Year to anything other then the Fiscal Year or January. As a user I would like to enter a start month and end month for a budget, and be able to select multiple budgets in Budget vs Actual report.

                              8 votes
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                                0 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow ALL Quickbooks users to view Budget v/s Actual

                                All QB online users should be able to pull up their budget vs actual report without having to pay extra. This is an important feature for all, I'm sure and we shouldn't have to pay more to see our own budget. Even if it's a "view only", it would be better than nothing.

                                6 votes
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                                  1 comment  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
                                • Budget assets

                                  Need the ability to budget for asset purchases. Online version does not allow it and we have to maintain manual reports of actual versus budgeted purchases.

                                  5 votes
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                                    0 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
                                  • I would like to be able to run a budget vs actual report that has an added column showing the full year budget. Is that possible?

                                    I would like to be able to run a budget vs actual report that has an added column showing the full year budget. Is that possible?

                                    5 votes
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                                      0 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Cash Flow Forecast

                                      Cash flow forecasting

                                      5 votes
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                                        0 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Converting Fiscal Year Budgets

                                        I am a new user to QBO and have found that although it is considered a limitation of QBO my budget information did convert--just not for the proper fiscal year. In order to stay on QBO I have to decide whether losing 8 years of budget and report capabilities is worth it. Why does your conversion capability not ask for fiscal yr begin date before it converts the data? Please refer to case # 506470299 for further details. Please let me know when you can correct this limitation or if you can quickly create a budget load capability for fiscal…

                                        4 votes
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                                          0 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Why doesn't QBO offer Balance Sheet budgeting? This is a requirement for my client to move to QBO.

                                          Why isn't Balance Sheet budgeting available in QBO? This is a requirement for my client to move to QBO.

                                          4 votes
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                                            0 comments  ·  Budget  ·  Flag idea as inappropriate…  ·  Admin →
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