LivePlan frequently-asked questions

Connect your QuickBooks account to LivePlan for chance to win iPad Mini

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Connect your QuickBooks account to your LivePlan Scoreboard by May 13th and get entered into a contest to win an iPad mini. When was the last time you asked yourself this question: “How’s my business doing?” If you need an answer right now, have no fear, the LivePlan Scoreboard is here! The Scoreboard helps you track your financials, adjust for… Read more »

Quickbooks and LivePlan corporate logos

Write and track your plan with LivePlan using QuickBooks data

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Attention QuickBooks users: No more double data entry required! LivePlan now lets you integrate with QuickBooks easily, seamlessly, and without any hassle. We have released our integration with the Quickbooks Anywhere API, which means QuickBooks users can now automatically import actual results into your LivePlan Scoreboard. To use this new feature, click on your “Scoreboard”… Read more »

Use Your Plan to Better Manage your Business

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  The problem with “old-school” business plans The knock against the classic business plan document is that it has a short shelf life. You do all this work to produce a “finished” plan, but then things in the real world go differently than you expected, and important parts of your plan become outdated and unhelpful…. Read more »

How to Keep Your Business Plan Alive

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Keeping your business plan alive is critical to the success of your business. Using your business plan as a management tool will guide your decision making and ensure that you stay focused on your goals and objectives. A living plan keeps you and your  team on the same page, helps you track your progress, and… Read more »