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Do More with Apps: LivePlan

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Would you like to create a financial forecast based on your sales goals or historical accounting data? How about tracking your business performance against your forecast?

 

Forecasting can help you better manage your business and make informed decisions. By comparing the forecast to your monthly accounting data, you can track your business performance, spot problems early and make better decisions.

 

With the LivePlan app you can create dynamic forecasts using historical data or from scratch, and then compare them to your QBO data. You can also look at year over year comparisons, industry benchmarks and compile comprehensive reporting packages.

 

Note to Accountants: Use LivePlan’s forecasting and reporting features as the basis for your advisory services.

 

To learn more or connect the app, please select your region: US, CA, UK, AU, IN

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Best answer 11-27-2018 06:06 PM

Accepted Solutions
Super Explorer **

Re: Do More with Apps: LivePlan

To obtain this app, open up your QuickBooks Online account and click on the Apps tab from the left-side menu.  Then click inside the 'Search for an app' field, type in 'liveplan' and select 'LivePlan - Budgeting, forecasting & financial dashboards...' from the pop-up list. Read more about this app and then click on the green 'Get app now' button when you are ready.

1 Comment
Super Explorer **

Re: Do More with Apps: LivePlan

To obtain this app, open up your QuickBooks Online account and click on the Apps tab from the left-side menu.  Then click inside the 'Search for an app' field, type in 'liveplan' and select 'LivePlan - Budgeting, forecasting & financial dashboards...' from the pop-up list. Read more about this app and then click on the green 'Get app now' button when you are ready.