Connecting LivePlan to your accounting solution

By importing your actuals data from Xero or QuickBooks into the LivePlan Dashboard, you're not just keeping your results up to date but also making it easy to compare your actuals to your LivePlan forecast. Companies with connections to accounting software automatically update with the latest totals each time you sign in to LivePlan. This convenient feature is available when you create a new company, or you can connect with either of these solutions later by simply clicking the Connect Accounting button. 

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For detailed instructions on how to connect LivePlan to a specific accounting software, please refer to these articles:

Once connected, you can map your QuickBooks Online or Xero accounts to their components in your LivePlan forecast, allowing you to view direct comparisons between your forecasted figures and your actual returns. 

If you aren't using either of these accounting solutions, you can still enter your actuals directly through LivePlan's web interface or by uploading a spreadsheet. For details, please see:

This feature is available to LivePlan Premium users. To learn more about LivePlan Premium, please click here

We're here to help!

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

You can reach us by email at help@paloalto.com

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