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Help Center
Integrations
Getting Started
Reports
Dashboards
Plans
Driver Use Cases
CapEx Planning
Workforce Planning
Managing Plans
Revenue Planning
Collaboration
Users, Groups & Roles
Sharing Plans, Reports & Dashboards
Integrations
Accounting
Workforce
Other
Settings
Chart of Accounts
Departments
Users
Company
Variances
Cash Flow
Custom Tables
Goals
Audit Log
Billing
Actuals
Learning & Education
Core Curriculum
Taking a Deeper Dive
Partner Program
Partner Portal
Firm Onboarding
Certification
The Advisory Conversation with Jirav Lite - End to End video of Lite
Release Notes
Other Articles
Integrations
Connect the systems that matter, access new insights and leverage greater automation.
Accounting
Accounting Integration Capabilities
Accounting Actuals Troubleshooting
QuickBooks Desktop - Actual Import Instructions
QuickBooks Desktop - Initial Connection Instructions
QuickBooks Desktop Error Code Troubleshooting
Excel - Manual Import Instructions
Prepare Excel Accounting Actuals Template for Manual Import
Troubleshooting Excel Manual Import
Netsuite - Actual Import Instructions
Verify Close Month in Netsuite
QuickBooks Online - Actual Import Instructions
Quickbooks - Invalid COA Structure Error
Sage Intacct - Actual Import Instructions
Xero - Actual Import Instructions
Xero - Using Tracking Departments
Setting Up Tracking Categories in Xero
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Workforce
ADP Run (Direct Customers) - Workforce Import Instructions
ADP Run (Accountants & Clients) - Workforce Import Instructions
BambooHR - Workforce Import Instructions
Excel - Workforce Import Instructions
gusto - Workforce Import Instructions
Justworks - Workforce Import Instructions
Paylocity - Workforce Import Instructions
Paychex Flex - Workforce Import Instructions
TriNet - Workforce Import Instructions
UKG Ready - Workforce Import Instructions
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Other
Import your Business System Data with Coefficient
Import Custom Table Actuals from Google Sheets or Excel
Custom & Workforce Actuals Troubleshooting
