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