Questions & Answers

Q: I have the software and I have QB. How do I get my 2008 Data into the Budget Compiler. I looked in File - export, but it doesn't give me the option to export P&L data. I looked at my Budget function but dont' see that either. Would I run my P&L and export it to Excel like normal and then open the file in the Budget Compiler?

A: As outlined in the Update section of the help file "... you need to place your monthly QuickBooks Profit and Loss data in a file named PL.csv in the same directory as the Compiler file. To do this from QuickBooks go Reports, Profit & Loss, Standard, set Dates to the required Full year and Columns as Months to show each month of the year. You must use a full year not YTD. To save this as an Excel file go Print, select File, and file type Excel/Lotus spreadsheet then click Print. Save the file as PL.csv in the same directory as your Compiler file. Items with zero value should use "0" not a blank. If you wish to make budget to actual comparison's in your Compiler you should ensure all active accounts are included in your report, from the displayed report go Customize, Advanced, and set Display Rows to Active. If Active Rows are not used or new accounts are added there may be a mismatch between budget and actual data sets. The PL.csv file should be closed when you click Update PL, it is controlled by the Compiler." See https://bizpep.com/budgetbusiness.html for full Help.

Question and Answer Item 10924 - Browse All Question and Answer Items

Q: We would like to create a monthly budget and import it into QB so that we can do budget vs actual comparisons. I am not sure how we do this.

A: With Budget Compiler QuickBooks Excel you can import your current Profit and Loss data from QuickBooks as a PL.csv file to Excel and create budget data and then create a Imp.iff file containing your budget data that can be imported by QuickBooks. See the Help file for details https://bizpep.com/budgetbusiness.html . You can also download and trial the Budget Compiler QuickBooks Excel from https://bizpep.com/budgetbusiness.html .

Question and Answer Item 10922 - Browse All Question and Answer Items

Q: Does "Budget Compiler Quickbooks Excel" at $33:00, allow me to open with Microsoft Excel, ANY Mac MYOB data transferred by USB Flashdrive.

A: It will import the file you export from Quickbooks; which is a CSV file; into an excel file, this file can be located on any local drive including a usb. For more detail see https://bizpep.com/budgetbusiness.html , you can also download and give it test run. If you just want to open the data in excel you can simply open the CSV file directly in excel. If you are using MYOB then the PL Compiler MYOB does similar for an exported MYOB file see https://bizpep.com/PLCompilerMYOB.html ..

Question and Answer Item 10918 - Browse All Question and Answer Items

Q: I love this tool, but cannot use it because I need to be able to see my budget from last year and I need a profit and loss by class in order to budget by department. Do you have anything that would be basically this tool, but would do those two things as well?

A: When you Apply from the New Budget the Last Year Actuals are displayed but not Last Year Budget. We do not have a version with this feature or that combines individual P&Ls, however for each department you could create a separate budget.

Question and Answer Item 10892 - Browse All Question and Answer Items

Q: I'm not sure if I'm missing something but when I Apply my budget relative percentages the Month Actual Column lose all their formulas so now each cost centre totals no longer calculate.

A: In the New Budget the Month Actuals are the values imported from the PL.csv file, they are historic values and can not be changed (ie the values and the totals are constant). The Month Budget values are based on these and the Relative %. When you Apply "... Budget Values will be set (formula replaced by values), Month Actual values moved to the Last Year Actual and Actual Month values cleared ready to UpdatePL with your new years data....." . Hope that makes sense.

Question and Answer Item 10891 - Browse All Question and Answer Items

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