LivePlan Works With QuickBooks Desktop for Windows

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LivePlan works with QuickBooks Desktop

We’re excited to announce that LivePlan has expanded support for QuickBooks. In addition to syncing with QuickBooks Online, LivePlan now works with QuickBooks Desktop for Windows, as well as Right Networks’ cloud-hosted solution and their “Always-On” environment. 

If you’ve been waiting to connect QuickBooks Desktop to LivePlan, you can learn how to do that here

Now, you can use your QuickBooks Desktop data to:

  • Quickly create a starting budget and forecast based on your QuickBooks data
  • Easily create stunning reports to analyze your financial performance and manage your business better
  • Track your progress compared to your budget and forecast
  • Deliver easy-to-understand financial reports to your team, board of directors, and investors

LivePlan Dashboard


Why should you connect QuickBooks to LivePlan?


Jump-start your budgeting and forecasting process

Instead of starting with an empty forecast, you can use your QuickBooks data as a starting point for your sales forecast. Use last year’s sales and expenses as a baseline for your new fiscal year forecast, and then make adjustments that reflect your goals for the upcoming year. It’ll save you hours and make forecasting fast and easy.

Know how your business is doing, at a glance

The LivePlan Dashboard highlights your key business numbers so you know how your business is doing, without having to run complex reports or wade through endless spreadsheets. Make sense of your accounting results by drilling into key metrics from LivePlan’s visual dashboard, and get the insights you need to grow your business.

See how you compare to other businesses like yours with industry benchmarks

LivePlan will analyze your QuickBooks data and compare it to businesses just like yours, so you’ll know how you are performing compared to industry averages. With this knowledge, you can make the right strategic decisions about your business.

Make financial decisions with confidence 

LivePlan’s Dashboard will display your accounting results compared to your forecast and highlight the differences.  Use these insights to understand your business’s performance, make the adjustments you need to keep your business on track and manage your cash confidently.

Get impressive reports without all the work

LivePlan automatically creates all the reports you need to present to partners, investors, and board members without the hassle of spreadsheets. You can customize what you want to share with a few clicks. Compare your current results to the previous year, or to your forecast, and give your audience exactly what they need to know about your business.

If you haven’t already connected LivePlan to QuickBooks, give it a try today. If you don’t have an account, sign up for a free trial and see how LivePlan gives you the financial management tools you need for making smart, data-driven decisions.

Noah Parsons
Noah Parsons
Noah is currently the COO at Palo Alto Software, makers of the online business plan app LivePlan. You can follow Noah on Twitter.
Posted in LivePlan Updates