Jumpstart Your Forecasts Using Accounting Data— LivePlan Webinar

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Learn how to create a streamlined forecast tied to your performance results, that you can actually use to run your business. Sign up for the webinar today.

Learn how to use the LivePlan Starting Forecast, with your QuickBooks or Xero data, for strategic planning and performance insights

You likely know that you need a financial plan for your business. But do you know where to start?

If you use QuickBooks or Xero, LivePlan can create a starting forecast for you based on your accounting data. 

Webinar Content

  • Sync LivePlan with QuickBooks Online, QuickBooks Desktop, or Xero 
  • Use LivePlan to create a starting forecast with your actual results from last fiscal year
  • Evaluate the categories you actually need to monitor for a useful strategic plan
  • Map your chart of accounts to your new 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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