Exporting Budget Data - Revision history

Jeff at 00:59, 24 June 2014

2014-06-24T00:59:46Z

← Older revision		Revision as of 19:59, 23 June 2014
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	If you are using BudgetLink as the source to capture your [[Budgets]] it is possible to export as a text file ready for import into MYOB.		If you are using BudgetLink as the source to capture your [[Budgets]] it is possible to export as a text file ready for import into MYOB.

	== Exporting ~~Budgets~~ from BudgetLink ==		== Exporting Budget Data from BudgetLink ==

	# From the '''Menu''', click on '''20. Budget Entry''';		# From the '''Menu''', click on '''20. Budget Entry''';
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	# In the '''Export''' dialogue, choose the File Name and Path to save the Budget file as and click Export;		# In the '''Export''' dialogue, choose the File Name and Path to save the Budget file as and click Export;
	# Once exported the '''Budget data has been exported''' message box will display. Click OK;		# Once exported the '''Budget data has been exported''' message box will display. Click OK;
	~~# Open MYOB and import the budget data. Refer to MYOB help on how to import data;~~

	After importing, it is recommended that you review the imported budget data. You can do so by running ~~a budget~~ report in MYOB.		== Importing the Budget Data into MYOB ==
			# Start MYOB;
			# Refer to MYOB help documentation for version specific instructions on how to import the Budget data.

			After importing, it is recommended that you review the imported budget data. You can do so by running the Profit & Loss Multi-Period Budget report in MYOB.

	== Related Topics ==		== Related Topics ==

Jeff: Created page with "== Overview == Budgets can be captured at the Company level in MYOB If you are using BudgetLink as the source to capture your Budgets it is possible to export as a text f..."

2014-06-24T00:54:17Z

Created page with "== Overview == Budgets can be captured at the Company level in MYOB If you are using BudgetLink as the source to capture your Budgets it is possible to export as a text f..."

New page

== Overview ==

Budgets can be captured at the Company level in MYOB
If you are using BudgetLink as the source to capture your [[Budgets]] it is possible to export as a text file ready for import into MYOB.

== Exporting Budgets from BudgetLink ==

# From the '''Menu''', click on '''20. Budget Entry''';
# Click on '''Utilities''' link in the menu;
# From the Utilities page, click on '''Export Budget Data''';
# Click '''Yes''' to take a backup of your budgets, prior to importing;
# In the '''Export Budget Data to MYOB''' dialogue, filter the budget data to be exported by choosing the Budget Version, Company and Financial Year and then click Export;
# In the '''Export''' dialogue, choose the File Name and Path to save the Budget file as and click Export;
# Once exported the '''Budget data has been exported''' message box will display. Click OK;
# Open MYOB and import the budget data. Refer to MYOB help on how to import data;

After importing, it is recommended that you review the imported budget data. You can do so by running a budget report in MYOB.

== Related Topics ==

* [[Creating Budget Templates]]
* [[Entering Budgets]]
* [[Modifying Budget Data]]