Setup & Import
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      3. Setup & Import

      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

      or

      • 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

      or

      • 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.