How to Build a Forecast from Accounting Data in LivePlan
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This webinar aired Wednesday July 20th.
A forecast turns your goals into a roadmap, helping you make informed and confident decisions to grow your business. The new LivePlan Forecast Builder feature makes it easy to create a starting forecast from your accounting data.
Join us on Wednesday, July 20th from 10:00 AM to 11:00 PM (PDT) for a 1-hour webinar where we’ll show how you can use the new and improved forecast builder to create a forecast with smart categories. A few things we will cover:
- How to get connected to your accounting solution (Quickbooks Online or Xero)
- Using the forecast builder to quickly create a forecast
- Adjusting the starting forecast to capture your projections
- How you can use the forecast as a roadmap and how you keep it up to date
