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, 32-bit
Frequently asked questions
Does this tool work in a hosted environment?
Every hosted environment is managed according to their own business model and as security and up-time are generally high on their list of priorities, they will likely require any software to be certified before they will allow it to be installed. A trial version is available for testing if needed ( https://leftbrainlogic.com/trial-download ). That said, all of our Excel Customizations will work in a hosted environment that meets the minimum system requirements, just make sure the tool is installed and running in the hosted environment and not the local desktop.
When trying to connect to QuickBooks, why do I receive a "COM" error indicating "Class not registered"?
Please make sure you are running the tool in the 32-bit version of Excel. In most versions of Excel you can check your version by selecting "File", "Account", then select "About Excel".
Why is a 32-bit version of Excel required?
The interface provided by Intuit to communicate with QuickBooks is a 32-bit program. This also requires that all software that uses this interface, like Excel, is also 32-bit.