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BizVisualizer: Upload Class-Specific P&Ls

Goal​

Upload one P&L file per Class into BizVisualizer so you can compare Classes on the Class page.

Step 1: Open the Upload page​

Go to the Upload screen and find the section labeled:

Upload Class Specific P&Ls

Step 2: Choose the Class​

You have two options:

Option A: Upload for an existing Class​

  1. Select the Class from the dropdown list
  2. Choose the corresponding file
  3. Click Upload Class P&L

Option B: Create a new Class during upload​

  1. Leave the dropdown set to <create new class>
  2. Enter the new Class name in the box
  3. Choose the corresponding file
  4. Click Upload Class P&L

Step 3: Repeat for each Class​

Repeat the process for each Class you exported from QuickBooks.

warning

Before clicking Upload, double-check:

  • the selected Class name (or new Class name), and
  • the filename you selected

They should match.