--- title: PlanGuru Desktop (Windows) | Help Center description: View all of the PlanGuru Desktop's Help Center guides, documentation and videos including Getting Started, Licensing & Installation, File Management, Importing, Forecast building and Reporting. --- [Skip to content](https://help.planguru.com/knowledge/planguru-desktop-windows#main-content) [![PlanGuru Help Center](https://help.planguru.com/hs-fs/hubfs/logo_PlanGuru_helpcenter.png?width=360&height=50&name=logo_PlanGuru_helpcenter.png)](https://help.planguru.com/knowledge) - [Your Tickets](https://help.planguru.com/tickets-view) - [Sign out](https://help.planguru.com/_hcms/mem/logout) Open main navigation Close main navigation - [Your Tickets](https://help.planguru.com/tickets-view) - [Sign out](https://help.planguru.com/_hcms/mem/logout) - [Submit a Ticket](https://help.planguru.com/tickets-view/new) [Submit a Ticket](https://help.planguru.com/tickets-view/new) Hello. 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[PlanGuru Desktop (Windows)](https://help.planguru.com/knowledge/planguru-desktop-windows) # PlanGuru Desktop (Windows) View all of the PlanGuru Desktop's Help Center guides, documentation and videos including Getting Started, Licensing & Installation, File Management, Importing, Forecast building and Reporting. ## Updates - [Release Notes: PlanGuru Desktop v8.0.0.41](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.41) - [Release Notes: PlanGuru Desktop v8.0.0.40](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.40) - [Release Notes: PlanGuru Desktop v8.0.0.39](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.39) - [Release Notes: PlanGuru Desktop v8.0.0.38](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.38) - [Release Notes: PlanGuru Desktop v8.0.0.37](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.37) - [Release Notes: PlanGuru Desktop v8.0.0.36](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.36) - [Release Notes: PlanGuru Desktop v8.0.0.35](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.35) - [Release Notes: PlanGuru Desktop v8.0.0.34](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.34) - [Release Notes: PlanGuru Desktop v8.0.0.33](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.33) - [Release Notes: PlanGuru Desktop v8.0.0.32](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.32) - [Release Notes: PlanGuru Desktop v8.0.0.31](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.31) - [Release Notes: PlanGuru Desktop v8.0.0.30](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.30-1) - [Release Notes: PlanGuru Desktop v8.0.0.29](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.29) - [Release Notes: PlanGuru Desktop v8.0.0.28](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.28) - [Release Notes: PlanGuru Desktop v8.0.0.27](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.27) - [Release Notes: PlanGuru Desktop v8.0.0.26](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.26) - [Release Notes: PlanGuru Desktop v8.0.0.25](https://help.planguru.com/knowledge/release-notes-planguru-desktop-v8.0.0.25) - [Release Notes: PlanGuru Desktop v8.0.0.21](https://help.planguru.com/knowledge/release-notes-8021) - [PlanGuru 8.0.0.12 Release Notes](https://help.planguru.com/knowledge/planguru-8.0.0.12-release-notes) See less ▼ ## Getting Started - [Getting Started - First Steps](https://help.planguru.com/knowledge/getting-started-first-steps) - [Getting Started - Analysis Setup](https://help.planguru.com/knowledge/getting-started-analysis-setup) - [Getting Started - Company Setup](https://help.planguru.com/knowledge/getting-started-company-setup) - [Getting Started - Navigating PlanGuru](https://help.planguru.com/knowledge/getting-started-navigating-planguru) ## Navigating PlanGuru Desktop - [Navigating PlanGuru - Top Menu Bar](https://help.planguru.com/knowledge/navigating-planguru-top-menu-bar) - [Navigating PlanGuru - The Grid](https://help.planguru.com/knowledge/navigating-planguru-the-grid) - [Navigating PlanGuru - Financial Statement Dialog](https://help.planguru.com/knowledge/navigating-planguru-financial-statement-dialog) - [Navigating PlanGuru - Data View Tabs](https://help.planguru.com/knowledge/navigating-planguru-data-view-tabs) - [Navigating PlanGuru - Side Menu Bar](https://help.planguru.com/knowledge/navigating-planguru-side-menu-bar) ## Setup & Maintenance - [Setup Method](https://help.planguru.com/knowledge/setup-method) - [Selecting a First Projected Year](https://help.planguru.com/knowledge/selecting-a-first-projected-year) - [Actual Results - what to choose during analysis setup](https://help.planguru.com/knowledge/actual-results-what-to-choose-during-analysis-setup) - [Using Seasonality Factors](https://help.planguru.com/knowledge/using-seasonality-factors) - [Add Subtotal Grouping](https://help.planguru.com/knowledge/add-subtotal-grouping) - [Copying an Existing Analysis Structure into a blank new analysis file](https://help.planguru.com/knowledge/copying-an-existing-analysis-structure-into-a-blank-new-analysis-file) - [Changing the First Projected Year](https://help.planguru.com/knowledge/changing-the-first-projected-year) - [No Accounts showing up in Map Accounts screen](https://help.planguru.com/knowledge/no-accounts-showing-up-in-map-accounts-screen) - [Working With Actual Results](https://help.planguru.com/knowledge/working-with-actual-results) - [Account Number, Account Mask & Consolidation Account Setup](https://help.planguru.com/knowledge/account-number-account-mask-consolidation-account-setup) - [Rollforward Utility - Push your analysis into the next fiscal year](https://help.planguru.com/knowledge/rollforward-utility-push-your-analysis-into-the-next-fiscal-year) See less ▼ ## QuickBooks Online Import - [QuickBooks Online files \> Converting them to a desktop version QB Files](https://help.planguru.com/knowledge/quickbooks-online-files-converting-them-to-a-desktop-version-qb-files) - [Quickbooks Online Import Tips](https://help.planguru.com/knowledge/quickbooks-online-import-tips) ## QuickBooks Desktop Import - [Quickbooks Import Error Code : 2147220728](https://help.planguru.com/knowledge/quickbooks-import-error-code-2147220728) - [QuickBooks Import Options](https://help.planguru.com/knowledge/quickbooks-import-options) - [Excel Import Utility for QuickBooks users](https://help.planguru.com/knowledge/excel-import-utility-for-quickbooks-users) - [QuickBooks \> PlanGuru Interface Requirements](https://help.planguru.com/knowledge/quickbooks-planguru-interface-requirements) - [Capital Accounts are Automatically Mapping to Retained Earnings during QB Import](https://help.planguru.com/knowledge/capital-accounts-are-automatically-mapping-to-retained-earnings-during-qb-import) - [QuickBooks Import - Chart of Accounts gets imported, but balances don't appear](https://help.planguru.com/knowledge/quickbooks-import-chart-of-accounts-gets-imported-but-balances-dont-appear) - [QuickBooks Import Error -2147010895](https://help.planguru.com/knowledge/quickbooks-import-error-2147010895) - [Imported Results don't Reconcile to QuickBooks](https://help.planguru.com/knowledge/imported-results-dont-reconcile-to-quickbooks) - [QuickBooks Import Error - Make sure PlanGuru is not being run with Administrative Privileges](https://help.planguru.com/knowledge/quickbooks-import-error-make-sure-planguru-is-not-being-run-with-administrative-privileges) - [Minimum QuickBooks Version Requirements](https://help.planguru.com/knowledge/minimum-quickbooks-version-requirements) - [QuickBooks Import Utility - 'Import by Class' feature](https://help.planguru.com/knowledge/quickbooks-import-utility-import-by-class-feature) - [All Equity Accounts assigned to Retained earnings](https://help.planguru.com/knowledge/all-equity-accounts-assigned-to-retained-earnings) - [Quickbooks Import - Cash vs Accrual accounting](https://help.planguru.com/knowledge/quickbooks-import-cash-vs-accrual-accounting) - [Importing from QuickBooks Error 80040154](https://help.planguru.com/knowledge/importing-from-quickbooks-error-80040154) - [QBFC10 Installer](https://help.planguru.com/knowledge/qbfc10-installer) - [QuickBooks Import: Error 13](https://help.planguru.com/knowledge/quickbooks-import-error-13) - [The Mass Import for QuickBooks Desktop](https://help.planguru.com/knowledge/the-mass-import-for-quickbooks-desktop) See less ▼ ## Excel Import - [Mass Import for Excel](https://help.planguru.com/knowledge/mass-import-for-excel) - [Excel Import](https://help.planguru.com/knowledge/excel-import-best-practices-for-using-the-excel-import-utility) - [Excel Import: P&L and Balance Sheet must be imported together](https://help.planguru.com/knowledge/excel-import-pl-and-balance-sheet-must-be-imported-together) - [Excel Import - Chart of Accounts gets imported, but balances don't appear](https://help.planguru.com/knowledge/excel-import-chart-of-accounts-gets-imported-but-balances-dont-appear) ## Analysis Setup - [Company Setup - Account Mask](https://help.planguru.com/knowledge/company-setup-account-mask) - [Analysis Setup - First Projected Year Setup](https://help.planguru.com/knowledge/analysis-setup-first-projected-year-setup) ## Forecasting & Modeling - [Accrued Expenses - Capturing their balance sheet and cash flow impact](https://help.planguru.com/knowledge/accrued-expenses-capturing-their-balance-sheet-and-cash-flow-impact) - [Declaring Dividends in PlanGuru](https://help.planguru.com/knowledge/declaring-dividends-in-planguru) - [Allowance For Doubtful Accounts & Bad Debt Expense](https://help.planguru.com/knowledge/allowance-for-doubtful-accounts-bad-debt-expense) - [Performing Allocation / Linking Categories to values from another analysis file](https://help.planguru.com/knowledge/performing-allocation-/-linking-categories-to-values-from-another-analysis-file) - [Personnel and Payroll Planning](https://help.planguru.com/knowledge/personnel-and-payroll-planning) - [Line of Credit Tool](https://help.planguru.com/knowledge/line-of-credit-tool) - [Percent of other Categories](https://help.planguru.com/knowledge/percent-of-other-categories) - [Trend based on historical data](https://help.planguru.com/knowledge/trend-based-on-historical-data) - [Formula Editor](https://help.planguru.com/knowledge/formula-editor) - [Formula Builder Changes in v8.0.0.9](https://help.planguru.com/knowledge/formula-builder-changes-in-v8.0.0.9) - [Link to Excel worksheet](https://help.planguru.com/knowledge/link-to-excel-worksheet) - [Payroll Utility](https://help.planguru.com/knowledge/payroll-utility) - [Adding a Reference Line](https://help.planguru.com/knowledge/adding-a-reference-line) - [About our Modeling Samples](https://help.planguru.com/knowledge/about-our-modeling-samples) - [Personnel and Payroll Planning - Forecast by Headcount](https://help.planguru.com/knowledge/personnel-and-payroll-planning-forecast-by-headcount) - [Income Tax Expense, Liability and Payment](https://help.planguru.com/knowledge/income-tax-expense-liability-and-payment) - [A/R Calculation - Multiple customers with different payment terms](https://help.planguru.com/knowledge/a/r-calculation-multiple-customers-with-different-payment-terms) - [Personnel and Payroll Planning - Forecasting by Employee using Non-Financial Data](https://help.planguru.com/knowledge/personnel-and-payroll-planning-forecasting-by-employee-using-non-financial-data) - [Variable Average Days to Collect / Pay](https://help.planguru.com/knowledge/variable-average-days-to-collect-/-pay) - [Deferred Revenue](https://help.planguru.com/knowledge/deferred-revenue) - [A/R Modeling](https://help.planguru.com/knowledge/a/r-modeling) - [Headcount \> Employee related expenses](https://help.planguru.com/knowledge/headcount-employee-related-expenses) - [Inter-Company Eliminations during Consolidation](https://help.planguru.com/knowledge/inter-company-eliminations-during-consolidation) - [Personnel and Payroll Planning - Link to Excel Approach](https://help.planguru.com/knowledge/personnel-and-payroll-planning-link-to-excel-approach) See less ▼ ## Installation - [Install using "Run as administrator" option](https://help.planguru.com/knowledge/install-using-run-as-administrator-option) - [Updating PlanGuru - Issues running update](https://help.planguru.com/knowledge/updating-planguru-issues-running-update) - [Network Edition Installation - NWConfig Permissions Error](https://help.planguru.com/knowledge/network-edition-installation-nwconfig-permissions-error) - [Installing an Update in PlanGuru](https://help.planguru.com/knowledge/installing-an-update-in-planguru) - [Activating the Advanced Reporting Add-In inside Excel](https://help.planguru.com/knowledge/activating-the-advanced-reporting-add-in-inside-excel) - [Network Configuration Errors](https://help.planguru.com/knowledge/network-configuration-errors) - [Installing PlanGuru](https://help.planguru.com/knowledge/installing-planguru) - [Error 42](https://help.planguru.com/knowledge/error-42) - [Running PlanGuru on a Mac](https://help.planguru.com/knowledge/running-planguru-on-a-mac) - [Activating your PlanGuru Account](https://help.planguru.com/knowledge/activating-your-planguru-account) See less ▼ ## Licensing - [Switching licensed machines: deactivating your PlanGuru license](https://help.planguru.com/knowledge/switching-licensed-machines-deactivating-your-planguru-license) - [Deactivating PlanGuru on a licensed workstation](https://help.planguru.com/knowledge/deactivating-planguru-on-a-licensed-workstation) - [Manual Activation of PlanGuru](https://help.planguru.com/knowledge/manual-activation-of-planguru) - [Licensing Activation - Error Code: 5008](https://help.planguru.com/knowledge/licensing-activation-error-code-5008) - [Licensing Activation - Error Code: 5013](https://help.planguru.com/knowledge/licensing-activation-error-code-5013) - [Cancel or Change Your PlanGuru Plan](https://help.planguru.com/knowledge/cancel-your-planguru-plan) See less ▼ ## Managing your PlanGuru Files - [Locating, sending and receiving PlanGuru Data Files](https://help.planguru.com/knowledge/locating-sending-and-receiving-planguru-data-files) - [Changing the Location of your PlanGuru Data files](https://help.planguru.com/knowledge/changing-the-location-of-your-planguru-data-files) - [Restore Analysis Files](https://help.planguru.com/knowledge/restore-analysis-files) - [PlanGuru Data File Backup - Windows Backup and Restore utility](https://help.planguru.com/knowledge/planguru-data-file-backup-windows-backup-and-restore-utility) - [Using shared PlanGuru data files](https://help.planguru.com/knowledge/using-shared-planguru-data-files) - [Converting prior version analyses (PlanGuru 11 & PlanGuru 12)](https://help.planguru.com/knowledge/converting-prior-version-analyses-planguru-11-planguru-12) - [Enabling Security](https://help.planguru.com/knowledge/enabling-security) - [Problem Installing Trial - InstallShield Wizard "Error reading setup initialization file"](https://help.planguru.com/knowledge/problem-installing-trial-installshield-wizard-error-reading-setup-initialization-file) - [Tips for setting up multiple analyses (divisions)](https://help.planguru.com/knowledge/tips-for-setting-up-multiple-analyses-divisions) See less ▼ ## Reporting - [Three Reporting Methods](https://help.planguru.com/knowledge/three-reporting-methods) - [Changing Report Options](https://help.planguru.com/knowledge/changing-report-options) - [Subtotal Reporting](https://help.planguru.com/knowledge/subtotal-reporting) - [Note Amortization Schedules - Reporting](https://help.planguru.com/knowledge/note-amortization-schedules-reporting) - [Excel Report - 'Cannot be found', when printed from PlanGuru](https://help.planguru.com/knowledge/excel-report-cannot-be-found-when-printed-from-planguru) ## PlanGuru Analytics - [PGA Upload Issues](https://help.planguru.com/knowledge/pga-upload-issues) - [Adding users to your PlanGuru Analytics Subscription](https://help.planguru.com/knowledge/adding-users-to-your-planguru-analytics-subscription) - [PlanGuru Analytics Security](https://help.planguru.com/knowledge/planguru-analytics-security) - [PlanGuru Analytics User Management Overview](https://help.planguru.com/knowledge/planguru-analytics-subscription-management-overview) - [Editing your PlanGuru Analytics Subscription](https://help.planguru.com/knowledge/editing-your-planguru-analytics-subscription) - [PlanGuru Analytics - User roles and privileges](https://help.planguru.com/knowledge/planguru-analytics-user-roles-and-privileges) - [Creating PGA Companies & Analyses](https://help.planguru.com/knowledge/creating-pga-companies-analyses) - [PlanGuru Analytics - What new users should know before signing up](https://help.planguru.com/knowledge/planguru-analytics-what-new-users-should-know-before-signing-up) - [Uploading Data to PlanGuru Analytics](https://help.planguru.com/knowledge/uploading-data-to-planguru-analytics) See less ▼ ## Technical Inquiries - [Printing - Crystal Reports File Error](https://help.planguru.com/knowledge/printing-crystal-reports-file-error) - [Consolidation Issue: Expense classes not added to consolidating income statement](https://help.planguru.com/knowledge/consolidation-issue-expense-classes-not-added-to-consolidating-income-statement) - [Having trouble viewing embedded videos within Knowledge Base?](https://help.planguru.com/knowledge/having-trouble-viewing-embedded-videos-within-knowledge-base) - [Windows 'Region and Language' settings](https://help.planguru.com/knowledge/windows-region-and-language-settings) - [Excel Links don't refresh - Linked Workbook changes could cause this](https://help.planguru.com/knowledge/excel-links-dont-refresh-linked-workbook-changes-could-cause-this) - [Excel Export: columns appear as numbers](https://help.planguru.com/knowledge/excel-export-columns-appear-as-numbers) - [Totals are inaccurate: Analysis Recalculation](https://help.planguru.com/knowledge/totals-are-inaccurate-analysis-recalculation) - [Error 50003](https://help.planguru.com/knowledge/error-50003) - [Excel Import Issue : Database Error - The cross reference file could not be read](https://help.planguru.com/knowledge/excel-import-issue-database-error-the-cross-reference-file-could-not-be-read) - [Error msg: The Company File Cannot be added - Could not find... 'PGCompany.accdb'](https://help.planguru.com/knowledge/error-msg-the-company-file-cannot-be-added-could-not-find...-pgcompany.accdb) - [Connection Errors](https://help.planguru.com/knowledge/connection-errors) - [The firm information is not available - Error Message](https://help.planguru.com/knowledge/the-firm-information-is-not-available-error-message) - [Problems Installing application or Update: The contents of this file cannot be unpacked. The executable you are attempting to run has been corrupted](https://help.planguru.com/knowledge/problems-installing-application-or-update-the-contents-of-this-file-cannot-be-unpacked.-the-executable-you-are-attempting-to-run-has-been-corrupted) - [Supporting Schedule total not showing on Financials - Historical & Actual periods](https://help.planguru.com/knowledge/supporting-schedule-total-not-showing-on-financials-historical-actual-periods) - [Access Driver - Download](https://help.planguru.com/knowledge/access-driver-download) - [PlanGuru has stopped working - Error received on startup](https://help.planguru.com/knowledge/planguru-has-stopped-working-error-received-on-startup) See less ▼ ## PlanGuru Desktop in Cloud Hosting - [Logging into PlanGuru's Cloud Hosting](https://help.planguru.com/knowledge/logging-into-planguru-cloud-hosting) - [Saving Cloud Excel reports to your local machine](https://help.planguru.com/knowledge/saving-cloud-excel-reports-to-your-local-machine) - [Moving PlanGuru files from your Local machine (or Network) to the Cloud](https://help.planguru.com/knowledge/moving-planguru-files-from-your-local-machine-or-network-to-the-cloud) - [Using the Advanced Reporting Add-In in the Cloud](https://help.planguru.com/knowledge/using-the-advanced-reporting-add-in-in-the-cloud) ## Advanced Reporting Excel Add-in - [Alert: Valid Layout Not Found](https://help.planguru.com/knowledge/alert-valid-layout-not-found) - [PGR Alert: "Error when connecting to the........ database file"](https://help.planguru.com/knowledge/pgr-alert-error-when-connecting-to-the........-database-file) - [Run-time error '1004'](https://help.planguru.com/knowledge/run-time-error-1004) - ["Save" button doesn't work in the "PGR Settings" dialog box, "Analysis Detail" tab](https://help.planguru.com/knowledge/save-button-doesnt-work-in-the-pgr-settings-dialog-box-analysis-detail-tab) - [Message "It appears that this workbook has not been set up yet...."](https://help.planguru.com/knowledge/message-it-appears-that-this-workbook-has-not-been-set-up-yet) - [Add-In retrieves incorrect amount: Duplicate account numbers or names](https://help.planguru.com/knowledge/add-in-retrieves-incorrect-amount-duplicate-account-numbers-or-names) - [Explanatory Cell Style - Use it for calculated rows and columns](https://help.planguru.com/knowledge/explanatory-cell-style-use-it-for-calculated-rows-and-columns) - [Variance Analysis using the ARA](https://help.planguru.com/knowledge/variance-analysis-using-the-ara) - [Year to Date "YTD" Reporting using the Advanced Reporting Add-in](https://help.planguru.com/knowledge/year-to-date-ytd-reporting-using-the-advanced-reporting-add-in) - [Budgeted, Forecasted, ProForma...... Dimension value for all "Analysis Types"](https://help.planguru.com/knowledge/budgeted-forecasted-proforma......-dimension-value-for-all-analysis-types) - [Saving Report Workbooks](https://help.planguru.com/knowledge/saving-report-workbooks) - [Populating ARA Report Dates - Excel's "End of Month" Formula](https://help.planguru.com/knowledge/populating-ara-report-dates-excels-end-of-month-formula) - [Advanced Reporting Addin - Technical Requirements](https://help.planguru.com/knowledge/advanced-reporting-addin-technical-requirements) - [Installing and Activating the Advanced Reporting Add-In](https://help.planguru.com/knowledge/downloading-activating-installing-the-advanced-reporting-add-in) - [PGR Settings, The Analysis Detail tab explained](https://help.planguru.com/knowledge/pgr-settings-the-analysis-detail-tab-explained) - [PGR Settings, The Report Layout tab explained](https://help.planguru.com/knowledge/pgr-settings-the-report-layout-tab-explained) - [Connecting to analysis files](https://help.planguru.com/knowledge/connecting-to-analysis-files) - [PGR Member Insert dialog Explained](https://help.planguru.com/knowledge/pgr-member-insert-dialog-explained) - [Updating Reports/Analyses](https://help.planguru.com/knowledge/updating-reports/analyses) - [Advanced Reporting Add-In - Sample Reports](https://help.planguru.com/knowledge/advanced-reporting-add-in-sample-reports) - [Sample Reports - ARA V.2](https://help.planguru.com/knowledge/sample-reports-ara-v.2) - [PGR Help Manual - Using the Advanced Reporting Add-In](https://help.planguru.com/knowledge/pgr-help-manual-using-the-advanced-reporting-add-in) See less ▼ - [PlanGuru App (Online)](https://help.planguru.com/knowledge/planguru-app-online#main-content) - [Getting Started](https://help.planguru.com/knowledge/planguru-app-online#getting-started) - [Setup & Import](https://help.planguru.com/knowledge/planguru-app-online#setup-import) - [Company Management](https://help.planguru.com/knowledge/planguru-app-online#company-management) - [Forecasting & Modeling](https://help.planguru.com/knowledge/planguru-app-online#forecasting-modeling) - 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