QuickBooks Desktop Import

While we are currently in development on the QuickBooks Desktop Import, here are 3 ways to get your Chart of Accounts from QuickBooks Desktop into the PlanGuru App

Choose which way best works for you:
  • Submit your QuickBooks Desktop file to your personal Dropbox folder sent to you by a member of the PlanGuru Team


  • Create a QuickBooks Online free trial account and run a QuickBooks Desktop conversion to QuickBooks Online. Then run an import into the PlanGuru App from QuickBooks Online:

    If the numbers happen to be off (due to the conversion process) we can copy/paste in the correct data from Excel


  • Manually create your Chart of Accounts by adding them one by one in the PlanGuru App Scenario. Export account balance to Excel and then Copy/Paste in the values.