How to Import Excel to Budget?

Discussion in 'Peachtree Accounting' started by Nancy611, Nov 5, 2008.

  1. Nancy611

    Nancy611 Guest

    Does anybody know how to solve the following problem?

    I opened the "Maintain Budget" window by "Maintain"-"Budgets...", exported
    it as an Excel file, inputed several figures in this Excel file (didn't
    change anything else), saved it to my computer.

    Then from the Peachtree "Maintain Budget" window, I clicked "Import", then
    chose the tag "Option", then I browsed to select the excel file, then "OK".

    It said "Can not open.....for importing"

    In Sum, I want to import a ready budget (in Excel) into Peachtree Budget.

    Thank you so much!


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    Nancy611, Nov 5, 2008
    #1
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  2. Nancy611

    Laura Guest

    I have not tried importing a budget using the Maintain Budget task so I am
    taking a guess.....Most imports into Peachtree are done using csv files. Was
    your export an excel file or a csv file that excel opened?
     
    Laura, Nov 10, 2008
    #2
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