Import your first live 'Budget' report

Last updated: August 19, 2026

You can now bring your QuickBooks Online (QBO) budgets directly into LiveFlow. This makes it easier to view and analyze your budget data for your single entity and consolidated reports.

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How to Import Your QBO Budget into LiveFlow

Follow the steps below to create a Budget report using your QuickBooks budget:

1. Open LiveFlow

Open the LiveFlow extension in Google Sheets or Excel.

2. Create a new report

Click Create Report.

3. Select your report source

Choose the source you want to report on:

  • Single Entity — Select an individual QuickBooks Online entity.

  • Consolidation — Select a Consolidation group containing multiple entities.

4. Select the Budget report

Under Choose a Report, select Budget.

5. Select your budget source

Under Budget Source, select the QuickBooks Online budget you want to import.

6. Configure your report

Customize the report based on your reporting needs:

  • Date Range — Select the same period covered by your QuickBooks budget.

  • Accounting Method — Select Cash or Accrual, where applicable.

  • Display Columns — Choose how you want your budget data displayed, such as by Month, Entity, Class, Location, or other available dimensions (such as Class by Month, Month by Company, Location by Month etc.).

7. Create the report

Once you’ve configured the report, click Create Report. LiveFlow will import the selected budget data from QuickBooks and generate your report.

Budget.PNG

For a detailed walkthrough, please watch the videos below: