Version 2.0, October 26th 2018
Budgeto is a tool that allows you to build financial forecasts (future). If you are an existing company, your business has past financial data. You can enter your past financial data in Budgeto by two methods (manually or automatically by syncing with an accounting system). This is what the White Paper document explains.
This PDF document (White Paper) acts as a detailed "How-to" guide to the HISTORICAL DATA MENU as well as how to synchronize your Budgeto account with your QUICKBOOKS ONLINE account.
1. (MANUALLY) The HISTORICAL DATA module allows you to import the historical financial information of a company in Budgeto. You can import as many years of historical information as you want. To ensure that you import reliable and truthful information, it is strongly recommended that you obtain this information from a trial balance coming from an accounting software.
2. (AUTOMATICALLY) You can import your financial information automatically by synchronizing your Budgeto account with your QuickBooks Online account (access the menu HOW TO LINK QUICKBOOKS ONLINE TO BUDGETO to learn how to synchronize these two applications). If you don’t have a QuickBooks Online account, you can enter your historical financial information manually.
See also a quick video on how to use the Historical Data with QBO