Setup & Import
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      3. Setup & Import

      Import from other Accounting Systems

      As we continue to build out new direct integrations with other Accounting Systems, here is how you can import your Financial Statements in the PlanGuru App

      Choose which way best works for you:

      • Submit your Excel file to your personal Dropbox folder sent by the PlanGuru team. This Excel sheet should contain the Income Statement and Balance Sheet. We can bring in up to five years of historical data by month, but in order to project properly we need 2019 by month for the Income Statement, and closing monthly balances for 2019 in the Balance Sheet.

      or

      • Manually create your Chart of Accounts by adding them one by one in worksheet. Export your account balances to Excel, then copy/paste the values in the PlanGuru App (or send to the PlanGuru Team).