Importing Excel Budget File

I've got two options on how you can import the budget in QuickBooks Desktop, DarleneZ.

The first option is to look for an online converter to convert the file from Excel to IIF. Then import the file in QuickBooks by following these steps:

1. Click File located at the top.
2. Select Utilities, and select Import.
3. Choose IIF Files.
4. In the Import your IIF file, click the Import IIF button.
5. Select the converted file and click Open.
6. You will get a pop-up box of what was imported.
7. Click Done.

For the second option, you can create a budget in QuickBooks and export an IIF file. Then, import it back to QuickBooks.

Here's how:

1. Create a Budget in QuickBooks by going into the Company menu and select Planning & Budgeting.
2. Choose Set Up Budgets, and select Create New Budget.
3. Select the budget type and click Next.
4. Choose the budget criteria and click Next. Then, click Finish.
5. Click Save located at the bottom right and select OK.
6. Once done, go to File located at the top.
7. Select Utilities, and select Export.
8. Choose List to IIF Files, and put a check mark on the Budgets box.
9. Click OK, and save the file.

To open the file:

1. Go to File, select the Open option, or drag-and-drop the file into the excel spreadsheet.
2. Modify the information. Note: Income accounts need to be in negative (since they are credits) and expense accounts in positive.
3. Click the Save icon once done.

Then, import the IIF file back into QuickBooks.

Finally, you can run a Budget Overview report to see the imported information.

Here are the steps:

1. Click Reports at the top, select Budgets & Forecasts.
2. Choose Budget Overview, and select the budget you want to use.
3. Click Next.
4. Select a layout for the budget report, and click Next.
5. Click Finish.

I'm also adding this article to check details about importing and exporting data in QuickBooks Desktop.

Please reach out to me if you need anything else. Thanks.