Connecting LivePlan to your accounting solution Follow

The LivePlan Dashboard can import your actuals data from Xero or QuickBooks Online. This means that if you use either of these solutions, not only will your results stay continually updated, you'll be able to quickly compare your actuals to your LivePlan forecast.

For details on how to connect LivePlan to a specific accounting solution, see these articles:

 

If you aren't using either of these accounting solutions, you can still enter your actuals manually. This is a bit of work, but it's well worth it. For details, please see:

 

We're here to help!

If you need help setting up the connection between LivePlan and your accounting solution, please contact us, and we'll be happy to walk you through the process.

You can reach us by email at help@paloalto.com or by phone at 888-498-6136 or +1 541 683 6162

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