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