![]() LivePlan and QuickBooks Online work together seamlessly to bring your past accounting actuals from QuickBooks into your LivePlan Forecast, Benchmarks, and Dashboard.The Quickbooks Online connection is quicker, more stable, and more reliable.We just don't support the QuickBooks Desktop option anymore, and this article covers the primary reasons for this transition: The Quickbooks Online integration provides more value to LivePlan users: You can still import data from QuickBooks Online or Xero into the Dashboard, or you can enter your actuals manually. Unfortunately, the QuickBooks Desktop connection from Intuit did not meet our expectations for a seamless and reliable experience, despite our efforts to improve it. We are constantly striving to provide a seamless and reliable experience for our accounting-connected users. This decision came after careful review and consideration. If you would like to share any feedback or comments on this native integration, feel free to contact our support team using the in-app chat or create a post in our community forum.LivePlan stopped supporting the ability to connect and sync to QuickBooks Desktop on April 30, 2022. If you're interested in learning more about Quickbooks and their small business account software, check them out here. We match records in QuickBooks based on the primary email associated to the Lead or Person Record in Copper.Will this integration work if a QuickBooks record has multiple addresses linked to it?.Yes, as long as you have their QuickBooks's username and password.Can I connect a non Copper user's QuickBook account to my Copper account?.No, it will only work with QuickBooks Online.Will this integration work with QuickBooks desktop?.If you want to restrict who can see the ticket display via the QuickBooks integration, you can do so in Teams and Visibility Permissions.Choose which field to sort both Invoices and Estimates by:.Choose whether you'd like the integration to display Invoices, Estimates, or both.Select the number of tickets displayed at a given time (you can always expand this list in the record). ![]()
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