Questions & Answers

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

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

Q: I've exported my P&L and set up my budget, and clicked apply and than imported the Imp.iff file back into quickbooks. Reviewing my budget I find that it was taken the expense accounts and applied half of them to my balance sheet budget. I now have about 30 extra asset accounts named after my expense accounts in my chart of accounts....They imported as bank accounts. How do I get these to import into my P&L budget?

A: If imported accounts are not set up correctly in QuickBooks then Quickbooks will create bank accounts of the imported items. See the Quickbooks note ... "Caution: Make sure all accounts in your IIF file are created in QuickBooks prior to importing. If you import a transaction with an account that is not already created in the QuickBooks data file, that account will be created as a new bank account." at http://support.intuit.ca/quickbooks/en-ca/iq/Import-and-Export/Importing-or-exporting-data-with-IIF-files/HOW12778.html .. Possibly this is what is occurring for you ? If the PL.csv file was created (exported) from an existing company in your qucikbooks and the budget was imported back into this company then each imported item should have matched an existing item in the quickbooks file and it should have been fine. If the PL.csv file was not created from the same company that the Imp.iif file was imported to then Quickbooks will create each item as a new bank account. FYI you can manually edit the the Imp.iff file using a text editor. Also you can access a copy of the Quickbooks Iff Import Manual in the Quickbooks IFF Import Kit from https://bizpep.com/iif_import_kit.zip , this may provide further insight.

Question and Answer Item 2058286 - Browse All Question and Answer Items

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