Hi,

Could you please tell me how to set up budget in QUICKBOOKS?

Thank you very much.

Faye

Are you using Adagio FX or any other Adagio module?

If not, how did you get to this forum?

Steve

I use Adagio module. But I also use QUICKBOOKS.

To use Budgets in Adagio FX when you are getting information from Quickbooks, you need to set up the budget amounts (by month or fiscal period) in an Excel spreadsheet, and import these amounts into Adagio FX. You may be able to export these amounts from Quickbooks to Excel, making this process quicker.

Budget amounts are currently not retrievable from Quickbooks into Adagio, due to a problem on their end.

If the question is how to enter budgets directly within Quickbooks, we won't be able to provide help with that.