---
title: QuickBooks Online Import
description: How to import your chart of accounts into PlanGuru
---

[Skip to content](https://help.planguru.com/knowledge/planguru-app-online/quickbooks-online-import#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?hsLang=en)

- [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?hsLang=en)

 Hello. What do you need help with?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.planguru.com/knowledge?hsLang=en)
2. [PlanGuru App (Online)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en)
3. [Setup & Import](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#setup-import)

# QuickBooks Online Import

## How to import your chart of accounts into PlanGuru

 

 

The **QuickBooks Online (QBO) Import** tool allows you to quickly connect your QuickBooks company to PlanGuru, bringing in your **chart of accounts**, **historical data**, and **actuals** to begin forecasting immediately.

PlanGuru’s **new QuickBooks Online Import** offers improved mapping, automatic daily sync, and new filtering options — allowing you to import:

- An **entire QBO company or multiple companies**
- Or filter data by **Class**, **Location**, or **Customer**

This import creates a complete data foundation for your forecasting scenario by automatically pulling balance sheet and income statement accounts from QuickBooks.

 

---

### When to Use This Method

Use the **QBO Import** when you want to:

- Connect PlanGuru directly to your **QuickBooks Online** account.
- Import **historical financials** and **chart of accounts** automatically.
- Maintain synchronized data for **budgeting, forecasting, and reporting**.
- Save time by avoiding manual Excel imports or data entry.

---

### Getting Started

#### **Step 1 – Access the Import Menu**

1. In PlanGuru, go to the **left navigation**.
2. Select **Import → Financial Statements**.
3. Under QuickBooks, click the **Connect to QuickBooks** button.

![LeftNav](https://help.planguru.com/hs-fs/hubfs/LeftNav.png?width=183&height=240&name=LeftNav.png)        ![ConnecttoQBO](https://help.planguru.com/hs-fs/hubfs/ConnecttoQBO.png?width=260&height=236&name=ConnecttoQBO.png)

---

#### **Step 2 – Connect to QuickBooks Online**

You’ll now set up your QuickBooks connection.

If this is your first import for the PlanGuru company:

- No active connections will appear.
- Click **Connect to QuickBooks**.

You’ll be asked:

1. *“Will your PlanGuru company be connected to a single QuickBooks company?”* → Select **Yes** (if only one company) **or No** (if you're planning on importing from multiple companies)
2. *“Automatically refresh QuickBooks data daily?”* → Choose **Yes** or **No** (you can enable later if desired).

Then click **Connect to QuickBooks** to open the QuickBooks login window.

![QBO Authentication](https://help.planguru.com/hs-fs/hubfs/QBO%20Authentication.png?width=670&height=282&name=QBO%20Authentication.png)

---

#### **Step 3 – Log In and Select QuickBooks Company**

1. Log in to your **QuickBooks Online account**.
2. From the drop-down menu, choose the specific **QuickBooks company** you want to import from.
3. Click **Next** to proceed.

![QBO Company](https://help.planguru.com/hs-fs/hubfs/QBO%20Company.png?width=315&height=273&name=QBO%20Company.png)

---

#### **Step 4 – Configure Import Options**

After logging in, you’ll arrive at the **Import Options** screen.

Here you can decide how to import your data:

- **By Class**
- **By Location**
- **By Customer**
- Or **Entire Company (default)**

For most cases, selecting the **entire company** is sufficient.  
Make your selections, then click **Run Import**.

![QBO Filter Screen](https://help.planguru.com/hs-fs/hubfs/QBO%20Filter%20Screen.png?width=377&height=241&name=QBO%20Filter%20Screen.png)

---

### Running the Import

Once you click **Run Import**, PlanGuru begins communicating with QuickBooks and automatically retrieves your data.

During the import, you’ll see a **status notifications** showing progress.  
You don’t need to take any further action until it completes.

When finished, PlanGuru automatically takes you to the **PlanGuru mapping screen**.

---

### Mapping Accounts

On the **Mapping Screen**, you’ll see:

- All accounts detected from QuickBooks.
- Their corresponding locations within PlanGuru’s **Balance Sheet** and **Income Statement**. Usually, PlanGuru maintains the correct QuickBooks order automatically

Once everything looks correct, click **Next** to continue

**![Mapping screen](https://help.planguru.com/hs-fs/hubfs/Mapping%20screen.png?width=450&height=296&name=Mapping%20screen.png)**

On the next **Review Account Order** screen you can reorder any accounts if necessary by clicking and dragging the account to the appropriate place.

![ReviewOrder](https://help.planguru.com/hs-fs/hubfs/ReviewOrder.png?width=457&height=332&name=ReviewOrder.png)

After confirming account mappings:

- Click **Import**.
- PlanGuru will finish loading the data and create your scenario.

This process may take a few moments depending on the size of your QuickBooks company.

---

### Reviewing the Imported Scenario

Once the import is complete, you’ll see your **new scenario** with all imported accounts and data populated.

- **Historical financial data** will appear for prior periods.
- **Active accounts** are created automatically in the Balance Sheet and Income Statement.
- You can now begin **budgeting**, **forecasting**, and **reporting**.

![ChartAcct](https://help.planguru.com/hs-fs/hubfs/ChartAcct.png?width=670&height=397&name=ChartAcct.png)

> 💡 *Tip:*  
> If your QuickBooks company includes **classes, customers, or locations**, consider running multiple imports into different scenarios to model different business units separately.

- [PlanGuru App (Online)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#main-content)

    - [Getting Started](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#getting-started)
    - [Setup & Import](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#setup-import)
    - [Company Management](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#company-management)
    - [Forecasting & Modeling](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#forecasting-modeling)
    - [PlanGuru Analytics (powered by Reach Reporting)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#planguru-analytics-powered-by-reach-reporting)
    - [Standard Reports](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#standard-reports)
    - [Updates](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#updates)
- [PlanGuru Desktop (Windows)](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#main-content)

    - [Updates](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#updates)
    - [Getting Started](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#getting-started)
    - [Navigating PlanGuru Desktop](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#navigating-planguru-desktop)
    - [Setup & Maintenance](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#setup-maintenance)
    - [QuickBooks Online Import](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#quickbooks-online-import)
    - [QuickBooks Desktop Import](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#quickbooks-desktop-import)
    - [Excel Import](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#excel-import)
    - [Analysis Setup](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#analysis-setup)
    - [Forecasting & Modeling](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#forecasting-modeling)
    - [Installation](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#installation)
    - [Licensing](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#licensing)
    - [Managing your PlanGuru Files](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#managing-your-planguru-files)
    - [Reporting](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#reporting)
    - [PlanGuru Analytics](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#planguru-analytics)
    - [Technical Inquiries](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#technical-inquiries)
    - [PlanGuru Desktop in Cloud Hosting](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#planguru-desktop-in-cloud-hosting)
    - [Advanced Reporting Excel Add-in](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#advanced-reporting-excel-add-in)
- [PlanGuru University](https://help.planguru.com/knowledge/planguru-university?hsLang=en)

- [PRODUCTS & PRICING](https://www.planguru.com/products/)
- CUSTOMERS 
    - [Small Businesses](https://www.planguru.com/users/small-business/)
    - [Nonprofits](https://www.planguru.com/users/nonprofit/)
    - [Accountants / Advisors](https://www.planguru.com/users/accountants-business-advisors/)
- LEARNING 
    - [Attend a Live Demo](https://www.planguru.com/products/planguru-webinar-signup/)
    - [PlanGuru University](https://www.planguru.com/planguru-university/) 
          - [Sign Up for PGU](https://www.planguru.com/planguru-university/)
          - [PGU Class Materials & Recordings](https://www.planguru.com/planguru-university/class-materials/)
    - [Video Tutorials](https://www.planguru.com/learning-resources/learning-center/)
    - [Help Center](https://help.planguru.com/knowledge)
- SUPPORT 
    - [Help Center/ Submit a Ticket](https://help.planguru.com/knowledge)
    - [Downloads / Updates](https://www.planguru.com/support/downloads/)
- [Try it FREE](https://www.planguru.com/products/trial/)

[![logo\_PlanGuru\_190-1](https://help.planguru.com/hs-fs/hubfs/logo_PlanGuru_190-1.png?width=190&height=55&name=logo_PlanGuru_190-1.png "logo_PlanGuru_190-1")](https://www.planguru.com/)

Copyright © 2025, PlanGuru