There are two ways to import HISTORICAL DATA into BUDGETO.

By syncing QuickBooks Online (QBO) or Manually:


1- Link your QuickBooks Online (QBO) account to BUDGETO


Your company's financial information will be imported automatically from your QuickBooks Online (QBO) account. To do so, please refer to this article:


- How to link QuickBooks Online (QBO) to BUDGETO?



2- Manually enter your HISTORICAL DATA into BUDGETO


Your historical financial information will need to be entered manually in two different sections into BUDGETO:


1- Enter your historical results in the “Historical Profit and Loss” menu;

2- Enter your historical balance sheet in the “Historical Balance Sheet” menu.


To find out how to manually enter your HISTORICAL DATA, please refer to this article:


- How to manually enter HISTORAL DATA into BUDGETO?