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Level 3

I want to export my year FY2021 Budget

Hello

 

I setup Budget in Quickbooks Enterprise Accountant 18 for year FY2020 and FY2021. Then i export my Budget (I go File Menu>Utilties>Export>List to IIF Files and click Budgets).

 

Then i open my IIF File in excel. Its show me my year FY2020 Budjet. 

 

I want to export my year FY2021 Budget.

 

Thanks and regards,

3 Comments
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QuickBooks Team

I want to export my year FY2021 Budget

Hi there, talk2khurram.

I can help you get this budget exported. Here's how to do it:
1. In the menu bar at the top, click on Reports to display a drop-down menu. Go to the option for Budget and Forecast and choose the report.
2. After selecting the one you want to export, confirm that the correct date range is displayed in the Dates section.
3. Select the Excel option, then Create New Worksheet.
5. Finish by clicking the Export button.

It's that simple. After completing step five, the report you selected should be exported from QuickBooks successfully.

If you have any questions, I'll be here to assist. Have yourself a great weekend.

Level 3

I want to export my year FY2021 Budget

Dear

 

Thanks for your quick reply and appreciated. The way you told me in your answer. I know that way i can export.

 

But i want to export in IIF Format. 

 

Thanks & Regards,

Highlighted
QuickBooks Team

I want to export my year FY2021 Budget

Thanks for the clarification, @talk2khurram.

 

The steps above provided by my colleague @ZackE is the best way to export your Budget FY2021.

 

In QuickBooks, exporting files through IIF Format is only available to the latest year.

 

Let me share this article about IIf import and export limitations: Export, import, and edit IIF files.

 

I also added a link to learn more about managing your QuickBooks account: Help articles. I’m sure you’ll find it helpful.

 

You’re always welcome to post in the Community whenever you need help. I’m just right here. Have a good one.

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