You can import HISTORICAL DATA into BUDGETO by syncing QuickBooks Online (QBO) or by manually entering your company's information yourself.
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 useful article:
Additionally, we also provide an easy to follow video that you can find by clicking on the link below:
- How to link QBO with BUDGETO (Video ~ 3 Minutes)
2- Manually enter your HISTORICAL DATA into BUDGETO
If you do not have an accounting software that is compatible with BUDGETO, such as QuickBooks Online (QBO), then 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 below:
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