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:
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: