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Questions & Answers
Q: I want to create an excel budget for 2014 using a download of my 2013 > QuickBooks P&L result in excel. If I modify the 2014 budget in excel can = I > then use your software to import it back into QuickBooks? > > > >
A: You can export from 2013 Quickbooks to the Compiler and then adjust th= e > budget in the compiler to you 2014 budgt and export that to a IFF file to > be re-imported as a budget into quickbooks. See the help file at > https://bizpep.com/budgetbusiness.html for details. You downliad the > software and see if it suits from > https://bizpep.com/budgetbusiness.html . > > >
Question and Answer Item 2058386 - Browse All Question and Answer Items
Q: I want to create an excel budget for 2014 using a download of my 2013 QuickBooks P&L result in excel. If I modify the 2014 budget in excel can I then use your software to import it back into QuickBooks?
A: You can export from 2013 Quickbooks to the Compiler and then adjust the budget in the compiler to you 2014 budgt and export that to a IFF file to be re-imported as a budget into quickbooks. See the help file at https://bizpep.com/budgetbusiness.html for details. You downliad the software and see if it suits from https://bizpep.com/budgetbusiness.html .
Question and Answer Item 2058384 - Browse All Question and Answer Items
Q: will the compiler manage multi-year budgets? I am looking to build a monthly budget through 2016.
A: Yes you can build as many budgets as you like using the New Budget function. Just build your first budget and then use that as the base for you next renaming each new budget file.
Question and Answer Item 2058324 - Browse All Question and Answer Items
Q: I saved my 2011 monthly qbks profit and loss data in a file named PL.csv as instructed. Clicked Update PL. The 2011 qbks data appeared with 2012 monthly headings in the Month Actual column (i.e., January-12, February-12, and so on).
A: The Compiler is designed to build a 12 month budget. When you Update PL with exported PL data the dates of this data are set in the compiler. Then when you go New Budget and Apply the dates are set for the next year ie the 2011 data is exported from QuickBooks and the compiler uses this as a base for the 2012 budget. If your 2011 data has 2012 dates check your PL.csv file. If the data was exported correctly it should have 2011 dates. The budget dates are set as the year following the imported date.
Question and Answer Item 2058288 - Browse All Question and Answer Items
Q: Clicked the New Budget % box to show the New Budget Relative Percentage column. In most cases, I entered 100%. In some cases, I entered 0% and manually inputted values. Clicked Apply. The actual data disappeared as expected. However, the column headings now show months for 2013 when I expected them to be 2012. The only Month Budget figures that appear are those that I entered manually; the line items that had New Budget Relative Percentages (100%) had blanks (no data) in the Month Budget column. Moreover, the totals and subtotal were blank and there were no formulas in these fields.
A: The budget dates are set as the current year plus 1. You need to click the New Budget button to create a new budget file before setting the %. The basic steps are Update, Display, New Budget, Apply, as per https://bizpep.com/budgetbusiness.html .
Question and Answer Item 2058289 - Browse All Question and Answer Items