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Q: We would like to create a monthly budget and import it into QB so that we can do budget vs actual comparisons. I am not sure how we do this.
A: With Budget Compiler QuickBooks Excel you can import your current Profit and Loss data from QuickBooks as a PL.csv file to Excel and create budget data and then create a Imp.iff file containing your budget data that can be imported by QuickBooks. See the Help file for details https://bizpep.com/budgetbusiness.html . You can also download and trial the Budget Compiler QuickBooks Excel from https://bizpep.com/budgetbusiness.html .
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