A2oz

How to Export Budget from QuickBooks Online?

Published in Accounting & Finance 1 min read

You can export your budget from QuickBooks Online in a few easy steps:

  1. Go to the "Reports" tab.
  2. Select "Budget vs. Actual".
  3. Choose the date range you want to export.
  4. Click "Run Report".
  5. Click the "Export" button.
  6. Select the desired file format (e.g., Excel, PDF).
  7. Save the file to your computer.

You can also customize the report by adding or removing columns, filtering by specific categories, and adjusting the layout.

Here are some additional tips for exporting your budget:

  • Save the file in a location you can easily find.
  • Rename the file for easy identification.
  • Use the exported data to analyze your budget and make informed financial decisions.

By following these steps, you can easily export your budget from QuickBooks Online and gain valuable insights into your financial performance.

Related Articles