rick.rrhnc@gmail
Level 1

Account management

Hi Jean,

Thank you for your prompt reply.  I do understand that I could spend another hour or two recreating a work product on excel that is already in QBO.  Just go to Budget then select "edit" for the budget (just like you do in setting up the budget. The use the compare feature by selecting 2023 as the comparison year.  It is exactly what I need.  But I cannot share it, I cannot print it, and I cannot export it. The only solution is as you suggest. But if I do that, I may as well just crearte the whole budget in excel and then import it into QBO.  If this is the case, why bother with Budget - just do it all on Excel.  But wait, that was one of the reasons that Intuit moved into the QBO business segment - to have all the data in one place and to reduce reliance on external data sources like personal Excel spreadsheets.