How to Leverage Accounting Data When Forecasting — LivePlan Webinar

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Blog Headers 1Use your accounting data to jumpstart your LivePlan Forecast

Do you ever find yourself needing to stop and consider where you’ve been, so you can feel confident about your plan for where you’re headed?

This practice of comparing actual results (what’s already happened) to your estimated projections (your plan for the future) is crucial to maintaining the health of your business. And while you need to do this on a month-to-month basis, updating your forecasts and budgets can be an incredibly time-intensive endeavor. But what if there’s a better way?

LivePlan allows you to take your past data from your accounting software and pare it down for strategic planning going forward. Reviewing your actual results, and putting together a forecast, becomes simple and intuitive.

Webinar Content

  • Pick the revenue and expense categories you need for a useful strategic forecast
  • Sync LivePlan with QuickBooks Online, QuickBooks Desktop, Xero, or enter your accounting data manually
  • Map your chart of accounts to your forecast categories
  • Use LivePlan to track your actual performance against your forecasted plan going forward


By the end, you’ll know how to create a streamlined forecast for your business, tied to your performance results, that you can actually use.

LivePlan Team
LivePlan Team
Here at Palo Alto Software, our goal is to help small businesses succeed. We believe that small businesses are the engine of our economy and that if we can help more companies survive and thrive, we will all be better off. After all, we're a small business ourselves and we understand what it takes to start from zero, with no outside investment, and build a company from 1 to 70 employees. We understand that challenge, and we also know what it takes to be successful. We are committed to providing that knowledge, experience, and expertise to as many other small businesses as possible.
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