Connecting LivePlan to your accounting solution

The LivePlan Dashboard can import your actuals data from Xero or QuickBooks. 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. You'll be asked if you would like to connect when creating a new company, or you can connect with either of these solutions later by clicking the Connect Accounting button. 

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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:

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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