QuickBooks & Planning Maestro

Seamlessly link the accounting software you trust with leading-edge budget, forecasting, and reporting tools

QuickBooks, Centage

Is your company still manually exporting accounts and trial balance to Excel for consolidation? We’ve partnered with QuickBooks to deliver a better way to create budgets and manage financial statements.

QuickBooks, Centage

Centage Data Integrator for QuickBooks creates 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 structures – ensuring all your accounts are accurately reflected in Planning Maestro
    • Actuals – at any time – to compare to plan, budget, forecast or any scenario for variance analysis
    • Actual ending balances and non-financial balances – enabling you to jump-start your budget process
    • Historical and actuals data for bench-marking
    • 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


Centage’s Data Integrator for QuickBooks is the only solution on the market to extract a complete trial balance by “class”.

QuickBooks is the heart of your financial management capabilities, not to mention a goldmine of historical data. Centage’s Data Integrator for QuickBooks allows you to connect to your ERP transaction data – enabling ongoing actuals vs. budget comparisons and accurate forecasts, while eliminating the potential for data entry errors and duplicated information.

QuickBooks, Centage
Still trying to budget and forecast using spreadsheets?

Let us show you a better way with Planning Maestro.

Ready to connect with our team?

Schedule a personalized demostration to answer all of your questions.