QuickBooks Online (QBO) Integration
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
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
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
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
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
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
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
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
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
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