Switching between an accounting solution and manual entry Follow


Switching from manual entry to your accounting solution

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


To switch from manual entry to an accounting solution:

  1. From the Dashboard tab, click Connect to your accounting solution:
  2. Follow the steps for connecting to your accounting solution provided in the following articles:
    1. Connecting LivePlan to Xero
    2. Connecting LivePlan to QuickBooks Online
    3. Connecting LivePlan to QuickBooks Desktop

Switching from your accounting solution to manual entry

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


To switch from an accounting solution to manual results entry:

  1. At the bottom of the Sync menu (on the Overview page of the Dashboard tab), click the Disconnect link:
  2. In the overlay that appears, confirm that you want to disconnect by clicking the Disconnect button:
  3. Now you can add manually-entered actuals to your Dashboard. For more information about how to do this, see Manually entering actual results.
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