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Replying to:
HoneyLynn_G
QuickBooks Team

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Hello there, @ktd.

 

Thanks for joining this thread. I can help you import last year's data for 2019 budget.

 

The acceptable file type when importing a budget is Intuit Interchange Format (.IIF). Make sure to meet this requirement to add the information in QuickBooks.

 

Once done, here's how to upload the file:

  1. Log in to your company file as the Admin.
  2. Make sure you are in Single User mode.
  3. Click the File menu.
  4. Choose Utilities.
  5. Select Import.
  6. Click Import IIF.
  7. Locate your .IIF file and highlight it.
  8. Click Open.
  9. Select OK on the pop-up message confirming your data has been imported.

 

Next, here's how you can create a budget from previous year's data:

  1. Click Company.
  2. Choose Planning & Budgeting.
  3. Select Set up Budgets.
  4. Click Create New Budget.
  5. Select 2019 for the year.
  6. Choose the budget type.
  7. Select the specific criteria.
  8. Choose the Create budget from previous year's actual data radio-button.
  9. Click Finish.

That should do it, ktd. For additional reference, you can check the articles below:

Let me know if there's anything else you need or you have follow up questions. I'm still here to help you more. Have a good one.

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