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Budgets (IIF reference)

Budgets (BUD)

Import and export files can contain complete information about your budgets. The keyword for a budget is BUD.

Column headings

The following table shows the column headings for a budget. import files^IIF, . Only the ACCNT and AMOUNT columns are required.

ACCNT

(Required) The name of the account to which this budget applies. import files^IIF, . If the account is a subaccount, the account's name includes the names of the parent accounts, beginning with the highest level account. import files^IIF, . If you are creating an import file, use a colon (:) to separate subaccount names.

PERIOD

A keyword that identifies the time intervals within the budget. import files^IIF, . Because QuickBooks only allows one month intervals in a budget, an export file always shows the keyword MONTH. import files^IIF, . If you are creating an import file, type MONTH.

AMOUNT

(Required) The budget amounts. import files^IIF, . Because a QuickBooks budget covers an entire year, an export file shows 12 amounts, one for each month of the year. import files^IIF, . If you are creating an import file, each month's amount must have its own column.

STARTDATE

The starting date of the budget. import files^IIF, . If you are creating an import file, enter the date in MM/DD/YY format. import files^IIF, . For example, 1/30/06.

CLASS

The name of the class that the budget applies to. import files^IIF, . If the class is a subclass, the class name includes the names of the parent classes, beginning with the highest level class. import files^IIF, . If you are creating an import file, use a colon (:) to separate subclass names.

CUSTOMER

The customer that the budget applies to. import files^IIF, . If you are applying the budget to a specific job for the customer, the customer name includes the job name. import files^IIF, . The customer's name comes first, then a colon (:), then the job name.

KB ID# H_IIF_BUDGET_COLUMN
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11/23/2009 10:39:07 AM