Questions & Answers

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

Q: Hi David the program I purchased from you still has locked cells and clearly labelled as demo only even after I have followed all registration details. Any thoughts?

A: When the registration details are input on the Welcome sheet the details are displayed and full functionality enabled. To assist I have attached a pre registered version of your software. Simply save it to your computer, open the file and follow the instructions for use at https://bizpep.com/basbusinessaccounts.html .

Question and Answer Item 2058281 - Browse All Question and Answer Items

Q: Is this software compatible with Mac?

A: Most likely not, it is designed to run on Excel and uses a fairly high level of macros which are not always supported on Mac systems. However you can give it a test run on your system in evaluation mode to confirm, simply download from https://bizpep.com/budgetbusiness.html .

Question and Answer Item 2058280 - Browse All Question and Answer Items

Q: My current roster works on a 21 day period which repeats the pattern after the 3 weeks. Employees work 7 and 8 days straight but get the same number of weekends off etc.

A: You can add up to 150 shifts using the Add Shifts button. So in your case add the number of shifts required to give you a 3 week roster period and then use this as your base. See the Help file for details https://bizpep.com/shiftscheduler.html .

Question and Answer Item 2058279 - Browse All Question and Answer Items

Q: I am having a bit of trouble setting it up or getting started, in the Accounts section under income, the 1st line is the only one shaded blue,[the rest of the cells are locked] so i can't put names to jobs and GST type. so when i go into income and manually put the clients or customers names in, GST doesn't come off total so it doesn't calculate, what can i do about this or am i doing something wrong

A: On the accounts sheet you can set up over 200 accounts (column B) with Tax Items (column C) both of these columns should have blue cells allowing you to input and select. If this is not the case try re-downloading https://bizpep.com/basbusinessaccounts.html and inputting your registration details. Follow the Quick Start instructions at https://bizpep.com/basbusinessaccounts.html .

Question and Answer Item 2058278 - Browse All Question and Answer Items

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