BUDGETO has connected with QuickBooks Online (QBO) to make our platform more intuitive and user friendly. We are excited about this partnership as it will make things easier and simpler for our users. For more information about QuickBooks Online (QBO) and to get started with the synchronization process, have a look at the Intuit QuickBooks Appstore:

- Connect Budgeto with QuickBooks Online - Intuit


The video below explains how to sync your QuickBooks Online (QBO) account to Budgeto automatically. Simply click on the link below:

WATCH THE VIDEO:

- How to link QBO with BUDGETO (Video ~ 3 Minutes)


To link QuickBooks Online (QBO) to BUDGETO, follow these few easy steps:


1- Click on the Link a Bookkeeping Software menu available in 3 different places in the application:




2- Click the Connect to QuickBooks button (Green rectangle on the right side of your screen).




3- Sign in to your QuickBooks Online account.




4- Choose which company you want to connect to BUDGETO




5- Choose the months you want to import in BUDGETO




6- Review and accept the automatic mapping of your QBO chart of accounts with BUDGETO. This choice is not final: you can modify this mapping at any time (when the linking process is completed).




7- Choose a Category for each Capital Assets accounts found in your QuickBooks Online (QBO) account. This choice is not final: you can modify this mapping at any time (when the linking process is completed).




8- Enter an Interest Rate for each of your Investments accounts found in your QuickBooks Online (QBO) account. This choice is not final: you can modify this mapping at any time (when the linking process is completed).




9- Enter an Interest Rate for each of your Debts accounts found in your QuickBooks Online (QBO) accountThis choice is not final: you can modify this mapping at any time (when the linking process is completed).




10- You're all done and you are ready to start budgeting!




Remember! You can always go back and edit your QuickBooks Online (QBO) mapping with Budgeto. Here is another useful article from our Knowledge Base that explains how to proceed:

-How to edit your MAPPING with QuickBooks Online (QBO)?


--------------------------------------WHAT'S NEXT---------------------------------- 


Now that you have completed your synchronization with your QuickBooks Online (QBO) account with BUDGETO, it's time to fill out your budget.
It's important to focus on your company's FUTURE and what's to come so you can be better prepared and have everything laid out for you. This is why at this stage we are asking you to fill up forms rather than extrapolate the past. We want you to think differently, we want you to plan for what you have never done.

That's why it is critical to have a solid understanding of your financial projections. Get started with these articles from our Knowledge Base:


- I'm new to Budgeto, where to start?


- How to enter sales in the Sales section of the Create Projection?


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Related Articles (Please refer to the links below)


- About the HISTORICAL DATA menu

How to link QBO with BUDGETO (Video ~ 3 Minutes)

How to edit your MAPPING with QuickBooks Online (QBO)?