QuickBooks Online (QBO) Integration

What is the historical data menu?
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 inf...
Tue, 5 Feb, 2019 at 10:27 AM
Where can I access the historical data menu?
The Historical Data menu is in the Company Settings menu at the top right of the application.
Mon, 12 Nov, 2018 at 4:39 PM
Why should I import historical financial information in BUDGETO?
1. To consider the existing assets and liabilities in your budget When creating a budget for an existing company, you need to import a historical balanc...
Mon, 12 Nov, 2018 at 4:44 PM
How can I import historical financial information?
Link your QuickBooks Online account (QBO). Your historical financial information can be imported automatically from your QuickBooks Online account. To d...
Tue, 5 Feb, 2019 at 10:28 AM
How to link Quickbooks online (QBO) to Budgeto?
To link QuickBooks Online to Budgeto, follow these four easy steps: 1- Click the Link a Bookkeeping Software menu. 2- Click the Connect to Q...
Tue, 5 Feb, 2019 at 10:28 AM
How to map a chart of accounts to Budgeto?
Once you’re done synchronizing QuickBooks Online (QBO) with Budgeto, you must map your QuickBooks’s chart of accounts with Budgeto. Follow theses easy steps...
Tue, 5 Feb, 2019 at 10:29 AM
How to edit the mapping of chart of accounts?
To change the mapping of your chart of accounts, follow these three easy steps: 1- Click the Edit Current Mapping menu; 2- From there you ca...
Tue, 5 Feb, 2019 at 10:29 AM
What should I do after importing financial information?
Choose what months to report in your financial projection To use the data from your HISTORICAL DATA into your FINANCIAL PROJECTION, simply select a cut-...
Fri, 18 Jan, 2019 at 11:28 AM
What errors can be caused by the historical data menu?
There are three essential rules to be able to use your HISTORICAL DATA in your FINANCIAL PROJECTION. If one of these rules is not respected, you won’t be ab...
Thu, 4 Apr, 2019 at 10:39 AM
Input of Historical Data: Manually or by syncing QuickBooks Online (QBO)
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 ha...
Wed, 20 Feb, 2019 at 10:12 AM