Questions & Answers

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.

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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 .

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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.

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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.

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Q: Can you tell me if I can add fields in a form a display in real time - I guess using a js - inside an xhtml doc. Where does the java script go - in the xml?

A: Yes, using javascript you can simply add remove elements in real time ie add a form field (or remove it, hide it...etc). As javascript runs in the users browser they must have javascript enabled. The best approach is to do this using DOM elements, for some basic info see http://www.w3schools.com/jsref/dom_obj_all.asp . You can see this method in use at http://www.stockpriceanalysis.com/stockpriceanalysis.html input a Stock Code ie Goog and click Add and a new row of form fields is added. To do this for your forms you would need to develop specific javascript it can be included in the head or body or in a separate js file, it depends on what it is doing and how.

Question and Answer Item 2058287 - Browse All Question and Answer Items

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