Use the customer's file to make a xlsx file in Generic Year format. (sample attached)


If not included, add two rows for stats Available Rooms and Retail Rooms.


The file name is in this format QBODFWBF2022Budget.xlsx and copied to the QBO\Budget\Buddy\Hist2022 folder.
Be in Forecast 2022 mode. Then switch mode to Budget 2022 (which is locked and stays locked). [The reason you do this is that accessing an Approved budget turns all the accounts to Manual and prevent formulas (e.g. payroll) from calculating.]
On the Main Menu in Buddy, there's an option 'Load Budget from Excel File'.


Then Auto Create Subtotals


Then Write Values to Database.


Then run from WORTH IA to verify



See canned response for file attachment