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Q: Does Budget Compiler Quickbooks Excel work with the online version of Quickbooks?

A: To use the Compiler you must be able to export Quickbooks data in the correct structure and comma separated format (CSV) to a file PL.csv. As far as I am aware this is not possible from Quickbooks Online.

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Q: I have entered income data in my new budget from an external excel spreadsheet (replacing last years actuals) when I hit "new budget",new total for the different income types are not created. If I create these totals in my new budget can these be imported into QB ?

A: Yes, if you create a New Budget (after importing the current using Update PL) and then change the Month budget values in the New Budget workbook, and click Apply the changed Month Budget values will be used as the new Month budget values and also used in the iff file that can be imported to Quickbooks as budget values.

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Q: Do you offer students copy of all your excel spreadsheets? I would love to be able to play with them for my various classes. I was looking for some Excel tools and wanted to work with yours if you offer students a free version.

A: Our software is available free in evaluation mode. Simply download from the Software and Models folder at www.bizpeponline.com . We do not provide free full versions (otherwise we would not be able to fund software development).

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Q: Can the software deal with July-June Financial year ?

A: Yes, the first month is the same as whatever you exported from QuickBooks into your PL.csv file.

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Q: I have created a PL file for my current year data.Why can't I see current budget figures when I "update PL".

A: Update PL only imports P&L data for each month, not any budget data in Quickbooks. Please refer to the New Budget section of the Help file www.bizpeponline.com

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