Import QuickBooks budget (scenario layer)


Using the scenario layer option it is possible to import a budget from QBO into Float and display this in the cash flow. Float has access to all budgets that have been created in QBO, however if multiple budgets have been created with the same name it is recommended to differentiate these in QBO e.g. add the date it applies to, 16-17. The reason for this is to allow Float to differentiate between the various budgets. To get the budget imported follow these steps.

Select the scenario dropdown followed by 'Add scenario layer' which will generate the following popover.

In the 'Scenario base layer' dropdown you will find the option to use the Float Base scenario (Base) along with the option for the budgets from QBO.

 

By selecting one of the budgets from QBO this will be imported into the cash flow as the base scenario of the layer. The changes you make to the layer won't impact the budget figures that have been imported from QBO and these will remain unchanged on the base layer. It's not possible to change the QBO budget figures directly in Float, these would need to be updated in QBO. It's also not possible to export the budget from Float directly into QBO.

Now that you've set up the new scenario let's get to grips with scenario layer budgets.


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