Advisors And Consultants

For Accountants: Connect LivePlan to QuickBooks Online

1 min. read Updated November 20, 2025
Image: Student LivePlan

As an accountant or strategic advisor, you may have access to QuickBooks Online companies for multiple clients. When you use LivePlan to build a client's forecast, you can easily choose their QuickBooks company to connect to.

Connecting LivePlan to QuickBooks Online

1. 

Log in to your LivePlan account.

2. 

Make sure the company you've built for your client is currently active.

Image: all companies screen showing active and archived company
3. 

In the client's company, click Connect Accounting:

Connect to accounting
4. 

Select the Intuit QuickBooks Online option, and then click Continue:

Image: integrate your financials with LivePlan quickbooks selected
5. 

The next overlay outlines the steps you need to take to connect to your Intuit account. Click Connect to QuickBooks:

Image: connect to quickbooks account confirmation steps
6. 

Sign in your Intuit account:

7. 

Now, select the client's QuickBooks company to connect to this LivePlan company:

Image: selecting a client in quickbooks online
8. 

Click Connect to allow LivePlan to access your QuickBooks Online company data:

Image: connect to accounting highlighted

LivePlan will pull in your QuickBooks Online data for the current year and up to two past fiscal years. You can see this data in the Dashboard once you complete the Mapping process. Once LivePlan and QuickBooks Online are connected, the Account mapping sidebar will appear:

Image: account mapping detail

Now, you can move on to Mapping QuickBooks accounts to LivePlan data.

Disconnecting from QuickBooks Online

1. 

Near the lower-left of your LivePlan window click Edit Mappings:

Arrow pointing to mapping button
2. 

Near the top-right of the mapping interface, click the Disconnect from QuickBooks link:

Image: disconnect from QBO highlighted on mapping screen

Note: All actuals downloaded from QuickBooks Online will be retained upon disconnecting, and can be edited or updated by clicking Update Actual Results in the Dashboard section.

For more info: