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Q: I have the software and I have QB. How do I get my 2008 Data into the Budget Compiler. I looked in File - export, but it doesn't give me the option to export P&L data. I looked at my Budget function but dont' see that either. Would I run my P&L and export it to Excel like normal and then open the file in the Budget Compiler?

A: As outlined in the Update section of the help file "... you need to place your monthly QuickBooks Profit and Loss data in a file named PL.csv in the same directory as the Compiler file. To do this from QuickBooks go Reports, Profit & Loss, Standard, set Dates to the required Full year and Columns as Months to show each month of the year. You must use a full year not YTD. To save this as an Excel file go Print, select File, and file type Excel/Lotus spreadsheet then click Print. Save the file as PL.csv in the same directory as your Compiler file. Items with zero value should use "0" not a blank. If you wish to make budget to actual comparison's in your Compiler you should ensure all active accounts are included in your report, from the displayed report go Customize, Advanced, and set Display Rows to Active. If Active Rows are not used or new accounts are added there may be a mismatch between budget and actual data sets. The PL.csv file should be closed when you click Update PL, it is controlled by the Compiler." See https://bizpep.com/budgetbusiness.html for full Help.

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