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Questions & Answers
Q: At the close of each qbks month, how do I import the month into the Excel budget?
A: Export to the PL.csv file and import to your compiler using UpdatePL.
Question and Answer Item 2058290 - Browse All Question and Answer Items
Q: If changes are made to qbks accounts, how will the compiler handle this?
A: The compiler will reflect the most recent PL.csv data updated. However care must be taken as if changes are made the budget data set may not align with the PL data. Name changes can be applied but the addition or removal of accounts may create problems with budget data.
Question and Answer Item 2058291 - Browse All Question and Answer Items
Q: I've exported my P&L and set up my budget, and clicked apply and than imported the Imp.iff file back into quickbooks. Reviewing my budget I find that it was taken the expense accounts and applied half of them to my balance sheet budget. I now have about 30 extra asset accounts named after my expense accounts in my chart of accounts....They imported as bank accounts. How do I get these to import into my P&L budget?
A: If imported accounts are not set up correctly in QuickBooks then Quickbooks will create bank accounts of the imported items. See the Quickbooks note ... "Caution: Make sure all accounts in your IIF file are created in QuickBooks prior to importing. If you import a transaction with an account that is not already created in the QuickBooks data file, that account will be created as a new bank account." at http://support.intuit.ca/quickbooks/en-ca/iq/Import-and-Export/Importing-or-exporting-data-with-IIF-files/HOW12778.html .. Possibly this is what is occurring for you ? If the PL.csv file was created (exported) from an existing company in your qucikbooks and the budget was imported back into this company then each imported item should have matched an existing item in the quickbooks file and it should have been fine. If the PL.csv file was not created from the same company that the Imp.iif file was imported to then Quickbooks will create each item as a new bank account. FYI you can manually edit the the Imp.iff file using a text editor. Also you can access a copy of the Quickbooks Iff Import Manual in the Quickbooks IFF Import Kit from https://bizpep.com/iif_import_kit.zip , this may provide further insight.
Question and Answer Item 2058286 - Browse All Question and Answer Items
Q: Is this software compatible with Mac?
A: Most likely not, it is designed to run on Excel and uses a fairly high level of macros which are not always supported on Mac systems. However you can give it a test run on your system in evaluation mode to confirm, simply download from https://bizpep.com/budgetbusiness.html .
Question and Answer Item 2058280 - Browse All Question and Answer Items
Q: After filling out my budget and following the instructions to copy to new sheet, the sheet shows on the tab below but there is nothing there. I did it twice and nothing. Is it a copy and paste process?? How can I see and access my budget now that I have created it? Thank you.
A: When you Copy to New Sheet only the current layout is copied so make sure the required Show Year is selected ie you can see the budget year before you click Copy to New Sheet. Basically you set the budget to the required display, i.e. by selecting Show Years, Percentages etc and then click Copy to New Sheet, input a Sheet Name and your budget will be saved to this sheet. Additional detail is in the Instruction sheet. If you continue to have difficulty send me a copy of your file as an email attachment and I will have a look for you.
Question and Answer Item 2058277 - Browse All Question and Answer Items