Questions & Answers

Q: Hi I need to get a version of this software that will run on my mac 2008 excel. I have used one of my versions on a PC but use a mac from home.

A: Try saving the registered version from your pc (via a usb etc) to your mac. This will give you a pre registered version on your mac. If your mac is capable of running the software it should now do so. If you do not have full functionality it is most likely that your mac / spreadsheet does not include all the required functions for the software to run.

Question and Answer Item 2058293 - Browse All Question and Answer Items

Q: I saved my 2011 monthly qbks profit and loss data in a file named PL.csv as instructed. Clicked Update PL. The 2011 qbks data appeared with 2012 monthly headings in the Month Actual column (i.e., January-12, February-12, and so on).

A: The Compiler is designed to build a 12 month budget. When you Update PL with exported PL data the dates of this data are set in the compiler. Then when you go New Budget and Apply the dates are set for the next year ie the 2011 data is exported from QuickBooks and the compiler uses this as a base for the 2012 budget. If your 2011 data has 2012 dates check your PL.csv file. If the data was exported correctly it should have 2011 dates. The budget dates are set as the year following the imported date.

Question and Answer Item 2058288 - Browse All Question and Answer Items

Q: Clicked the New Budget % box to show the New Budget Relative Percentage column. In most cases, I entered 100%. In some cases, I entered 0% and manually inputted values. Clicked Apply. The actual data disappeared as expected. However, the column headings now show months for 2013 when I expected them to be 2012. The only Month Budget figures that appear are those that I entered manually; the line items that had New Budget Relative Percentages (100%) had blanks (no data) in the Month Budget column. Moreover, the totals and subtotal were blank and there were no formulas in these fields.

A: The budget dates are set as the current year plus 1. You need to click the New Budget button to create a new budget file before setting the %. The basic steps are Update, Display, New Budget, Apply, as per https://bizpep.com/budgetbusiness.html .

Question and Answer Item 2058289 - Browse All Question and Answer Items

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

<< < Page 41 42 43 44 45 46 47 48 49 50 > >>