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Q: When working on the budget, some items I keyed directly into the budget column and others I used the %. When I hit apply nothing but what I had keyed appeared in the budget column. What did I do wrong? Cant I see my budget at this point or do I have to upload to QB's?

A: From your imported data click New Budget to create a new budget file. In this file you can set Relative Percentages to calculate budget values or directly input/adjust the budget values (in the Month Budget column). If the relative percentage is 0 (or blank) and you have not manually input a value then the Month Budget value will be 0. The month budget column is your budget values. Once you are happy with all your values click Apply to convert the formula to set values, and create your file for import to Quickbooks.

Question and Answer Item 2058187 - Browse All Question and Answer Items

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