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Budget Import

Prepare your budget in Excel and prepare for import into QuickBooks


Preparing a Budget is just easier in Excel, but getting it into QuickBooks Desktop can be challenging.  The IIF file format supports importing Budgets, but creating an IIF file can  be intimidating.   This tool side steps this challenge by creating an importable IIF file for you from a budget you create in Excel.

This customization was built to meet the needs of most QuickBooks desktop users, but if you have a unique need, contact us​ and let's talk about a custom solution!

A Trial version of this Excel Customization is available with limited rows to test functionality.

Follow this link to download!


  • QuickBooks Desktop for Windows version 2010 or later

  • Microsoft Excel 2013 or later (64-bit or 32-bit)

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