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Budgets (BUD)

Import and export files can contain complete information about your budgets. The keyword for a budget is BUD.

Column headings

The following table shows the column headings for a budget. Only the ACCNT and AMOUNT columns are required.

ACCNT

(Required) The name of the account to which this budget applies. If the account is a subaccount, the account's name includes the names of the parent accounts, beginning with the highest level account. If you are creating an import file, use a colon (:) to separate subaccount names.

PERIOD

A keyword that identifies the time intervals within the budget. Because QuickBooks only allows one month intervals in a budget, an export file always shows the keyword MONTH. If you are creating an import file, type MONTH.

AMOUNT

(Required) The budget amounts. Because a QuickBooks budget covers an entire year, an export file shows 12 amounts, one for each month of the year. If you are creating an import file, each month's amount must have its own column.

STARTDATE

The starting date of the budget. If you are creating an import file, enter the date in MM/DD/YY format. For example, 1/30/06.

CLASS

The name of the class that the budget applies to. If the class is a subclass, the class name includes the names of the parent classes, beginning with the highest level class. If you are creating an import file, use a colon (:) to separate subclass names.

CUSTOMER

The customer that the budget applies to. If you are applying the budget to a specific job for the customer, the customer name includes the job name. The customer's name comes first, then a colon (:), then the job name.