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Questions & Answers
Q: We are evaluating your software and want to know if it will allow us to set budgets by class?
A: If you are referring to our Budget Compiler QuickBooks Excel it only processes by monthly totals and and will not identify class allocations.
Question and Answer Item 11009 - Browse All Question and Answer Items
Q: Please send me a demo of the budget vs actual software that you have which works with Quickbooks. I'm thinking of purchasing it. Please reply asap.
A: You can access full details and a trail version of our Budget Compiler QuickBooks Excel software from https://bizpep.com/budgetbusiness.html .
Question and Answer Item 10988 - Browse All Question and Answer Items
Q: We are currently preparing to input our budget for the new fiscal year into QuickBooks and I would like to know if this software can take the information from an excel spreadsheet and import it to the QuickBooks Budget. We have QuickBooks Pro 2009.
A: Only if the Excel data is in the format exported by Quickbooks. It will not map a completely separate budget structure as it will not know what is what. You can export a Quickbooks budget to Excel modify it (in Excel) and then re import it to Quickbooks sing the IFF file.
Question and Answer Item 10962 - Browse All Question and Answer Items
Q: I tried the trial version and now I can not eliminate the addin menu items in the addin tab. How can I eliminate them?
A: When you close the Budget Tool Business Excel file the toolbars should be automatically removed from Excel. If not you can manually remove them. To do this from Excel go View, Toolbars and unclick the Budget Tool Business toolbars (there maybe 2 of them).
Question and Answer Item 10938 - Browse All Question and Answer Items
Q: I am using your trial version to see if our organization can use this to populate a cash flow and budget. Currently we have to manually enter each number into an excel sheet once a month across multiple projects that we have set up as classes in quick books. Can this software be modified, or Quickbooks itself, to be able to include individual salaries and other specific row categories so we can budget for those individuals? I don't believe we want to create a new lin e item (if that's what it is called) for each person so that it will show up as a row on the P&L. We would want it mostly to be able to upload back into the Quickbooks budgeting.
A: Not really, possibly you could manually adjust budgets/lines to achieve what you require and then have this converted to an Imp.iff file for importing to QuickBooks however this would most likely be as time consuming (possibly more) as your direct Excel method currently used.
Question and Answer Item 10937 - Browse All Question and Answer Items