Use Excel’s Replace command (press Ctrl+H) to change the year to the new budget. If you want to use an existing budget to create next year’s budget, simply change the year in the STARTDATE column. So, for example, if you want to remove all the budgets except the one for fiscal year 2013, delete all the rows that have a date other than in the STARTDATE column. The STARTDATE column contains the date that the fiscal year for the budget begins. To edit this file to represent only one budget, delete all the rows for budgets that you aren’t changing. Then choose Data->Sort and sort the workbook first by start date (STARTDATE) and then by account (ACCNT). In Excel, to change the order of the budget rows to show budgets by fiscal year, select all the rows below the one that begins with !BUD (see the screenshot). In a spreadsheet program like Excel, open the exported file. Here are the steps for opening and working on a budget in Excel: On the other hand, if you exported several budgets, your work will flow more smoothly if you format the file. If your company file contains only one budget, you can open the exported file in Excel and start editing the budget values. 
In the second Export dialog box, navigate to the folder where you want to save the exported file and, in the “File name” box, replace “*.IIF” with the name for your export file.
In this first Export dialog box, turn on the Budgets checkbox, and then click OK. Choose File->Utilities->Export->Lists to IIF Files. When you work on the budgets in a spreadsheet, you can ignore the entries for those other budgets, but the best approach is to delete the extraneous rows so you can focus on one budget at a time. So if you created budgets for customers, jobs, and classes, you’ll get entries for those, too. Note: If you have more than one budget in your company file, you can’t export only the budget you want to work with-when you export QuickBooks’ Budgets list, the export file includes entries for every budget for every fiscal year. Then, click OK to close the Set Up Budgets window. 
When all the cells in the January column contain values, click Save.Fill in a value in the cell for January for each account in the budget.In the Set Up Budgets window (Company->Planning and Budgeting->Set Up Budgets), in the Budget drop-down list, choose the budget you want to add values to.However, if your budget is blank, you need to add at least one budget value to each account. If you have a budget with numbers already, you can skip to the steps for creating the export file. QuickBooks exports only accounts that contain at least one value.
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This section begins with the steps for getting the budget ready to export, and then you’ll learn how to create the export file. The following sections describe each step in detail.Įxporting a budget is the quickest way to create an Excel spreadsheet with the accounts from your chart of accounts and the additional information that QuickBooks needs to import the spreadsheet when it’s finished.
Import the final budget into your company file. Export a budget with the accounts from your company file. There are three parts to working on budgets with Excel: Or, you might experiment with what-if scenarios with a bare-bones budget in case a client with shaky finances disappears and a second happy-dance budget if you snag that big new project. For example, you might create next year’s budget from this year’s. You can easily copy a budget spreadsheet, make the changes you want, and then import the final product into QuickBooks. That’s where a spreadsheet program comes in handy. QuickBooks keeps only one budget at a time for the same type of budget and time period-for example, the profit-and-loss budget for fiscal year 2013-and it doesn’t offer a command for copying a budget. However, the program’s tools for building and editing budgets don’t compare to what you can do with a program like Excel. QuickBooks budget reports can help you plan for the future and evaluate whether your business is going boom or bust.
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