Switching between an accounting solution and direct entry

In this article:

Switching from direct entry to your accounting solution

If you’ve already entered some of your actual results directly, you can still connect to QuickBooks Online or Xero. However, once you connect to an accounting solution, any data you enter directly will be deleted and replaced with the data uploaded from that accounting solution.

To switch from direct entry to an accounting solution:

  1. Click the Connect to Accounting button, located near the lower-left of your LivePlan window:
    Connect to accounting highlighted closeup.png
  2. Follow the steps for connecting to your accounting solution provided in the following articles:

Switching from your accounting solution to direct entry

You can still switch to direct entry if you’ve already used either QuickBooks Online or Xero to upload your actual results into the Dashboard. The data you uploaded from the accounting solution will not be discarded but will no longer be automatically updated.

To switch from an accounting solution to direct results entry:

  1. Click on the Accounting link, located near the lower-left of your LivePlan window, and select Update Mapping:

  2. In the Mapping menu, click "Disconnect from QuickBooks" or "Disconnect from Xero":
    mapping screen with disconnect from quickbooks highlighted.png

  3. In the overlay that appears, confirm that you want to disconnect by clicking the Disconnect button:

  4. Now, you can add direct-entered actuals to your Dashboard. For more information about how to do this, see Directly entering actual results.
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