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December 9, 2024
Question

Three-way forecasting integrating with Quickbooks Online?

  • December 9, 2024
  • 0 replies
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I'm trying to forecast P&L, balance sheet and cash flow statements.

 

I've tried to work with QBO plug-ins like LivePlan, but they're not very sophisticated re forecasting.

 

So I exported the QBO budget template, forecasted each row, and re-imported it into QBO as a budget for 2025.

 

So far so good - but there's no ability to forecast the associated balance sheet in QBO that I can find, and there's no way in LivePlan to import an Excel-based forecast OR the budget that's now in QBO.

 

Is there any software that will just integrate with QBO to pull a budget and produce the associated balance sheet if I give it assumptions on AR/AP etc.?

 

There seem to be a number of Excel templates for this but I'm trying to make this as easy and integrated as possible.