Seamlessly link Planning Maestro to your QuickBooks software.
Planning Maestro Connectors create a quick, reliable and secure way to transfer data from QuickBooks to Planning Maestro.
With a few clicks, and no manual transfer of data, you can:
- Automate the import of your Chart of Accounts and Classes – ensuring all your Accounts and Classes are accurately reflected in Planning Maestro
- Automate the import of actual ending balances balances – enabling you to jump-start your budget process
- Automate the import of historical and actuals data for benchmarking
- Enable quick and easy import of account balances for actual vs. budget comparison at any time
- Eliminate the manual process to export your accounts and trial balance to Excel for data consolidation
- Automate the import of your actuals – at any time – to compare to plan, budget, forecast or any scenario for variance analysis
Planning Maestro’s Connector for QuickBooks is the only solution on the market to extract a complete trial balance by “class”.