Import Data

Importing Sales, Costs of Goods and Total Expenses

Profit Navigator provides two methods for automatically importing multi-year data into your account. The first is by using an Excel spreadsheet and the second is by connecting directly to your QuickBooks account.

To use an Excel spreadsheet, you will need to export your data from QuickBooks or otherwise prepare a spreadsheet with Sales, Cost of Goods and Total expenses for each month and year you have been in business. We have provided a short tutorial video below to help you export your data from QuickBooks:

Once you have completed exporting your data from QuickBooks go to the Import Data section.

• Click the button labeled "Choose File" and select the spreadsheet you want to import.
• Once your excel file is loaded, you’ll be presented with a table showing the contents of each sheet found in the Workbook
  • For each sheet, set the year
  • If the layout is the same on each sheet you will only need to do the following once:
    • For each column, select the appropriate month
    • For each row, select the appropriate line item (Sales, Costs of Goods Etc.)
  • If the layout for each sheet is different, you will need to repeat the above for each sheet.
  • If the layout is the same for each sheet, simply use the selector next to the field indicating the year to copy the layout settings from the sheet you configured. This method will save a lot of time otherwise spent manually setting the rows and columns for each sheet.
  • When each sheet is configured, simply click the green import button. When importing is complete, the system will notify you. Check the results of the import in the Planning/Monthly Data Entry area.