QuickBooks Compatible
PerpetualBudget generically supports all accounting
programs by virture of being able to import and export XLS data files.
QuickBooks® by Intuit is a special case for
PerpetualBudget because of the way QB segregates accounts by classes. The
Class objects in QB as they apply to organizations make the flow of data to
and from PerpetualBudget efficient and self-supporting once they are
set up.
The import and export features in QB uses Classes to
organize the data being exchanged. PerpetualBudget's Data Exchange Wizard is
specifically programmed to format Class oriented data and readily exchanges
data between the programs. This enhanced automation
makes the task of variance management nearly automatic. You only have to run
the Wizard periodically to update PB with QB actuals.
The benefits for QB users are immediate and dramatic. Using
PerpetualBudget, a QB user can create complex, multi-organization tracking
budgets in minutes, not days and get all the processing power of
PerpetualBudget right out of the box. PerpetualBudget is priced appropiately
for customers utilizing QuickBooks and scales technically to supply a feature set
proportional to the data being managed.
A new feature is support for multiple Company Files. The
Data Exchange Wizard provides screens to manage file lists, increment or loop
Company Files and graphically create the budget organization by interpreting
the "organization" of Company Files. This enables PerpetualBudget to create
master budgets from a set of disassociated Company Files.
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