Chris Iacofano

Getting started as a LivePlan Strategic Advisor

1. LivePlan
2. LivePlan for Strategic Advisors

Before diving into LivePlan with your clients you may be asking yourself the following questions: Why LivePlan? Why is Financial Forecast Advisory important? I’ve started my trial, but where do I ...

• Edited January 06, 2022 00:26
• 1 follower
• 0 comments
• 0 votes

Support for Outpost has ended

1. Outpost
2. Quick Answers

Product support for Outpost has ended.  We know that finding the right tool for email collaboration and customer service is a big investment. Luckily, there are several other excellent products tha...

• Edited December 15, 2021 20:24
• 1 follower
• 0 comments
• 0 votes

LivePlan Website Status

1. LivePlan
2. Quick Answers

October 15 2021 3:54 PM PDT  The outage has been resolved. Credit card and PayPal payments are now fully functional. October 15 2021 3:28 PM PDT  Our payment processor has experienced an outage and...

• Edited October 15, 2021 23:01
• 1 follower
• 0 comments
• -1 votes

End of support for Sales and Marketing Pro

1. Sales and Marketing Pro
2. Frequently Asked Questions

After 25 years we have made the difficult decision to end support for Sales and Marketing Pro. For those that have previously purchased a license, you will still have access to the latest version o...

• Edited May 26, 2021 22:08
• 2 followers
• 0 comments
• 2 votes

End of support for Business Plan Pro

1. Business Plan Pro
2. Frequently Asked Questions

After 26 years we have made the difficult decision to end support for Business Plan Pro. For those that have previously purchased a license, you will still have access to the latest version of the ...

• Edited September 15, 2021 21:23
• 2 followers
• 0 comments
• -2 votes

Co-branding your LivePlan account

1. LivePlan
2. LivePlan for Strategic Advisors

Co-branding is a feature that is available to academic, government, or Strategic Advisor accounts that meet a certain set of requirements. Please contact us if you have any questions about this fea...

• Edited November 02, 2021 00:00
• 1 follower
• 0 comments
• 0 votes

Connecting LivePlan to QuickBooks Desktop (beta)

1. LivePlan
2. Tracking actuals on the Dashboard

The LivePlan Dashboard can be integrated with QuickBooks Desktop, which makes it easy to import up to two years of your accounting actuals as well as any new data. This means your results will stay...

• Edited November 02, 2021 00:51
• 2 followers
• 0 comments
• 5 votes

Financial statements available in the Dashboard

1. LivePlan
2. Tracking actuals on the Dashboard

You can view your Profit & Loss, Balance Sheet, and Cash Flow Statements from within the Dashboard tab. This view displays both forecast totals (taken from the data entered in the Forecast tab) and...

• Edited November 02, 2021 18:38
• 1 follower
• 0 comments
• 0 votes

Copying a forecast item

1. LivePlan
2. Preparing a forecast

You can make a copy of any forecast item that you've already created. LivePlan will take all settings and figures entered in the original item and apply them to the new forecast item. Note: Forecas...

• Edited October 18, 2021 16:00
• 1 follower
• 0 comments
• 2 votes

Downloading and printing your pitch

1. LivePlan
2. Creating your pitch

Once you've filled out the Pitch page, you can download a copy as a PDF document to share with others. The resulting PDF will contain either one or two pages, depending on the number of sections yo...

• Edited November 02, 2021 00:02
• 5 followers
• 0 comments
• 2 votes