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.
- 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.