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Topic: Budget Complier QuickBooks Excel
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 support.intuit.ca .. 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 www.bizpeponline.com , this may provide further insight.

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Topic: Budget Complier QuickBooks Excel
Q: I presume we can copy and insert lines, or deleted lines in the compiler to keep it in sync with the COA?

A: You can but you need to make sure accounts match and this is best done by creating them in Quickbooks and then exporting them ... if imported accounts do not match QuickBooks current accounts 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 support.quickbooks.intuit.com .. 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 www.bizpeponline.com , this may provide further insight. I hope some of this makes sense.

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Topic: Budget Complier QuickBooks Excel
Q: Is this a tool for SETTING a budget in quickbooks, or is it a tool for MONITORING AND MAINTAINING a budget by 1) setting it up, and 2) regularly uploading P&L data to compare to that budget.

A: It is both. It allows you to create and upload budget values to quickbooks and monitor your budget from quickbooks in this case you simply need to create the budget and iff file and import to quickbooks and you are done with the compiler. Alternatively (most common use) you use the compiler as your budget tool and set up your budget in the compiler and then as the year progresses export actual data from Qucikbooks (or input it manually if you want) for each month and monitor the budget in the compiler. If you do it this way you do not have to upload any iff data to quickbooks ie all budgeting is in the compiler but just uses the export quickbooks values to set it up and then update it with actual values.

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Topic: Budget Complier QuickBooks Excel
Q: Is it possible to have a sheet that graphs ONE LINE of the budget. There is a graph for the total (Actual and Budget Chart) - but I'd like to be able to produce the same graph for ANY line from the chart of accounts. This way we can see for a line item how we're doing.

A: This is not a possible from the standard compiler but you can open/save a new workbook and then link to the compiler data ie make the new workbook cells take data from the compiler so you end up with a formula like ='[New Budget.xlsm]Profit and Loss'!$M$16 . This allows you to set up any data links you like (ie line by line) and then plot as you like.

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Topic: Budget Complier QuickBooks Excel
Q: I have successfully uploaded a sample budget into the sample rock castle construction company. However when I upload my companies IFF file into QuicBooks half the data goes into a P&L budget half goes into a Balance Sheet budget. Please advise.

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 support.quickbooks.intuit.com seArticle/1003348.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. It is also worth noting that bank accounts represent assets/liabilities which are Balance sheet items. 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 www.bizpeponline.com , this may provide further insight. I hope some of this makes sense and is applicable to your issues.

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