New Feature: Use Accounting Data to Jumpstart your LivePlan Forecast

This webinar aired Wednesday Aug 10th. 

A forecast turns your goals into a roadmap, helping you make informed and confident decisions to grow your business. LivePlan’s new forecast builder feature uses your accounting data to help you get going. It has never been easier to get started in the LivePlan Forecast!

Join us, Wed, Aug 10, 2022 11:00 AM – 12:00 PM PDT, 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 to keep it up to date

View Webinar Recording