Select a data source

Once you’ve named your budget, forecast or scenario and selected your dates (and sales tax options for a forecast and scenario (Step 1)), select a data source at Step 2. You can choose to enter your data manually or import it from Xero, QuickBooks Online, MYOB AccountRight Live or MS Excel.

Elsewhere in Help Centre:

Update your actuals
Select which data to use
Customise your budget, forecast and scenario data

Use a pre-existing budget, forecast or scenario as your data source

A forecast can be based on a budget you’ve created, and your scenarios can be based on a budget, forecast or a scenario you’ve already created, if applicable. You can also use a budget, forecast or scenario you’ve created, as the data source for a new scenario - any adjustments and rules added to your data source are copied across. Follow these steps:

  1. Go to Customise Data > Settings.
  2. Under the Select your Data Source heading, click the name of your previously created budget, forecast or scenario (as applicable).
  3. Save and Continue.

Note: If you are creating a scenario based on your budget or forecast and want to update your actuals, first update your actuals for your budget or forecast. Once you have done that, create your scenario and click Save and Continue.

Enter your data manually

To enter your data manually, follow these steps:

  1. Go to Customise Data > Settings.
  2. Under Step 2 Select your Data Source, click Manually Enter.
  3. Click Save and Continue.
    The data grid will be populated with a Spotlight default chart of accounts ready for you to begin.
  4. Add additional account codes as necessary.
  5. Enter your amounts into the profit and loss data grid as required.

Click Finish and go to the Task Manager at any time to perform a different task.

Import your data

Spotlight Forecasting lets you import data and update actuals from Xero, QuickBooks Online, MYOB AccountRight Live and MS Excel.
Note: Re-imported data overwrites existing data where dates overlap.

Import data from Xero
Import data from QuickBooks Online
Import data from MYOB AccountRight Live
Import data from MS Excel

Import data from Xero

Spotlight Forecasting lets you import your Profit and Loss budget and actuals data from Xero. Follow these steps:

  1. Go to Customise Data > Settings.
  2. Ensure that you have completed Step 1 Budget, Forecast or Scenario Settings accurately.
  3. Under the Select Data Source heading click Import Data > Xero > Import.
  4. Click Continue, log in to Xero and select the organisation you are importing data for.
  5. Click Authorise.
    You’ll be redirected back to Spotlight Forecasting.
  6. Select the actual and budget, forecast or scenario dates you’d like to import data for and click Import.
    Note: You can choose not to import either Actuals or Budget data by unchecking the respective checkboxes however this will limit 1. your choice when you select which data to use in Step 3.
  7. Click Continue to Step 3.
    Note: Reimporting will overwrite any existing data.
  8. Under Step 3 Select Data to Use, Select which data to use as your starting point.
  9. Click Save and Continue to begin working on your budget, forecast or scenario.

You can change the dates you’ve imported data for by clicking the Change button by the Xero logo in Step 2. You would do this if you have altered the settings in Step 1. You can also delete imported data by clicking Delete.

Import data from QuickBooks Online

Spotlight Forecasting lets you import your Profit and Loss budget and actuals data from QuickBooks Online:

  1. Go to Customise Data > Settings.
  2. Ensure that you have completed Step 1 Budget, Forecast or Scenario Settings accurately.
  3. Under the Select Data Source heading click Import Data > QuickBooks > Connect to QuickBooks.
  4. Sign in to QuickBooks Online.
  5. Select the organisation you want to import data for and Authorise.
    You’ll be redirected back to Spotlight Forecasting.
  6. Select the actual and budget, forecast or scenario dates you’d like to import data for and click Import.
    Note: You can choose not to import either Actuals or Budget data by unchecking the respective checkboxes however this will limit your choice when you select which data to use in Step 3.
  7. Click Continue to Step 3.
    Note: Reimporting will overwrite any existing data.
  8. Under Step 3 Select Data to Use, Select which data to use as your starting point.
  9. Click Save and Continue to begin working on your budget, forecast or scenario.

You can change the dates you’ve imported data for by clicking the Change button beside the QBO logo in Step 2. You would do this if you have altered the settings in Step 1. You can delete imported data by clicking Delete.

Import data from MYOB AccountRight Live

Spotlight Forecasting lets you import your Profit and Loss budget and actuals data from MYOB AccountRight Live:

  1. Go to Customise Data > Settings.
  2. Ensure that you have completed Step 1 Budget, Forecast or Scenario Settings accurately.
  3. Under the Select Data Source heading click Import Data > MYOB > Continue.
  4. Sign in to MYOB AccountRight Live. You're then redirected back to Spotlight Forecasting.
  5. From the Company File drop-down list, choose the organisation you want to connect to, then click Open File.
  6. Select the actual and budget, forecast or scenario dates you’d like to import data for and click Import. 
    Note: You can choose not to import either Actuals or Budget data by unchecking the respective checkboxes however this will limit your choice when you select which data to use in Step 3.
  7. Click Continue to Step 3.
    Note: Reimporting will overwrite any existing data.
  8. Under Step 3 Select Data to UseSelect which data to use as your starting point.
  9. Click Save and Continue to begin working on your budget, forecast or scenario.

You can change the dates you’ve imported data for by clicking the Change button beside the MYOB logo in Step 2. You would do this if you have altered the settings in Step 1. You can delete imported data by clicking Delete.

Import data from MS Excel

Follow these steps to import data from MS Excel:

  1. Go to Customise Data > Settings.
  2. Ensure that you have completed Step 1 Budget, Forecast or Scenario Settings accurately.
  3. Under the Select Data Source heading click Import Data > Excel.
  4. Select one of the following:
    - Download Excel template
    - Choose File: Click on the Excel file you’d like to upload > Open > Import.
  5. Continue to Step 3.
    Note: Reimporting will overwrite any existing data.
  6. Under the Select Data to Use heading, Select which data to use.
  7. Click Save and Continue to run your report.

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