Importing Budgets into QuickBooks Desktop from Excel (or Spreadsheets) via IIF
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Hector Garcia, CPA shows you how to export your current QuickBooks Budget into Excel and make edits... to then, import them back into QuickBooks using the IIF data format
00:00:47 – Reports (accountant & taxes) (trial balance)
00:01:23- Export to excel (create new worksheet)
00:02:00 – CSV file
00:02:34 – QuickBooks Desktop (customize report) (modify report: trial balance) (advanced)
00:03:19 – Export (excel) (new worksheet)
00:03:33 – Clean up accounts in excel
00:04:09 – How to convert my credits into negative and my debits into positive (formula)
00:06:02 – How to drag the date in excel (jan,feb,mar,apr…)
00:06:20 – Formula
00:09:25 – How to create a budget template to import excel data (file, utilities, export, list of IIF files) (export budgets) (budget 2021)
00:11:22 – Copy & paste special from the spreadsheet in excel to CSV file budget 2021
00:12:03 – Clean up budget CSV file
00:13:49 – QuickBooks Desktop (Company, planning & budgeting, set up budget) (set up budgets)
00:14:18 – Set up budgets (file, utilities, import, IIF files) (select template) (import budget CSV file from excel to QuickBooks Desktop)
00:15:09 – Reports (budgets & forecasts, budget vs actual) (budget report) (convert to year)
00:15:56 – Customers (create invoices)
00:16:55 – Update budget file in excel (edit)
00:17:53 – Import to QuickBooks after editing
00:18:45 – Profit & loss budget vs actual (see how budget goes up)
