In June 2017 Qvinci released the ability to create Budget vs Actual reports for Entities / Locations that sync with QuickBooks Desktop and QuickBooks Online (whole file or by class). Budget vs Actual reports are not available for non-QuickBooks Entities / Locations.
Sync Budget Data to New Entities / Locations
Qvinci only syncs budget data from QuickBooks Online and QuickBooks Desktop at this time. View the below articles to learn how to sync budget information:
Add Budget Data to an Existing Entity / Location
If a QuickBooks Online or QuickBooks Desktop file has already sync'd to Qvinci, and budget data simply needs to be added to Qvinci, the user does NOT need to link the file again. Instead, the user can simply incorporate budget data to the existing link between Qvinci and QuickBooks.
Qvinci syncs budget data from QuickBooks if the budget data is set at the:
- File level
- Class level
Qvinci does not sync customer-level budget data from QuickBooks Online.
Customize Budget vs Actual Reports
After budget information has been sync'd to Qvinci users may create Budget vs Actual reports. To learn more about creating BvA reports visit this article: