LivePlan can import accounting actuals and use them to build a starting forecast automatically. To use this feature, you'll need to have these conditions in place:
- You'll need to have an existing business, using QuickBooks Online or Xero for your accounting.
- You'll need to start with a new company file in LivePlan - one in which the Forecast tab is untouched.
When you sync a brand-new LivePlan company with your accounting solution, LivePlan uses the most recent year of actuals to build a starting forecast.
For instructions on using this feature, see Starting LivePlan through the Dashboard.