For Accountants: Connecting LivePlan to QuickBooks Online Follow

As an accountant or strategic advisor, you may have access to QuickBooks Online companies for multiple clients. When you use LivePlan to build a client's forecast, you can easily choose their QuickBooks company to connect to.

For instructions on connecting QuickBooks Desktop to LivePlan please see Connecting LivePlan to QuickBooks Desktop 

Connecting LivePlan to QuickBooks Online

  1. Log in to your LivePlan account.
  2. Make sure the company you've built for your client is currently active.
  3. In the client's company, navigate to the Dashboard tab. Click Connect to your accounting solution
    dashboard.png
  4. Click on the QuickBooks Online option, and then click Continue
    dashboard1.png
  5. The next overlay outlines the steps you need to take to connect to your Intuit account. Click Connect to QuickBooks:
    qb-connect-button-enhanced.png
  6. Sign in your Intuit online account:
    quickbooks-sign-in2.jpg#asset:1731
  7. Now, select the client's QuickBooks company to connect to this LivePlan company, as shown below: 
    connect-qbo-mult-accounts.gif
  8. Click Connect to allow LivePlan to access your QuickBooks Online company data:
    connect.png
  9. Once the connection is successful, you'll see the following overlay. Click OK, let's sync:
    successful connection qbd.png#asset:796
  10. LivePlan will pull in your QuickBooks Online data for the current year and up to two past fiscal years. You can see this data in the Dashboard once you completed the Mapping process. Once LivePlan and QuickBooks Online are connected, the Mapping view will appear:
    dashboardmapping.png
  11. Now, you can move on to Mapping QuickBooks accounts to LivePlan data.

 

If you wish to connect your own company to LivePlan, click Add app to firm.

ForAccountants_Connecting_LP_to_QBO.png

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