Getting Started Guide

This guide will take you step-by-step setting up your first Scenario in the PlanGuru App

1) Logging in, Navigating the Home Screen and in-App Guides 

2) Create a Single Entity Project or Consolidation Project

For Single Entity Projects

For Consolidation Projects

3) Let's Import your Chart of Accounts!

QuickBooks Online Import

Xero Import

Excel Import

More Integrations coming soon...

4) Adding and Organizing your Accounts

Create a Group of Accounts 

Move Accounts

Add a New Account Manually