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    Integrations

    ERP & accounting

    OnePlan + QuickBooks

    QuickBooks is accounting software for small and mid-sized companies. It usually provides the actuals compared with the plan.

    Connector availability: confirm it in your demo.

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    01Data that usually comes from QuickBooks

    • Chart of accounts
    • Actuals by account and period
    • Entities and dimensions (cost centre, department)

    02How it gets into OnePlan

    1. 01

      Map

      You match its accounts and fields with the model's.

    2. 02

      Validate

      Every row is validated before it enters; anything that doesn't fit is flagged.

    3. 03

      Load

      Validated data comes into the model.

    Excel and CSV are always available: if the connector is not in your scope, the data still comes in from a file.

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