- Help Center
- PlanGuru App (Online)
- Getting Started
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