Help Center
Go to Jirav
Submit a Support Ticket
Go to Customer Portal
Integrations
Getting Started
Welcome to Jirav Help Center
Initial Account Setup
Navigation & Terminology
Report
Report Overview
Learn More About Reports
Dashboard
Dashboard Overview
Learn More About Dashboards
Plans
Planning Overview
Plan Administration
Revenue & Expense Planning
Workforce Planning
Balance Sheet and Cash 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
Guides and Checklists
How Tos
Back to home
Help Center
Integrations
Getting Started
Welcome to Jirav Help Center
Initial Account Setup
Navigation & Terminology
Report
Report Overview
Learn More About Reports
Dashboard
Dashboard Overview
Learn More About Dashboards
Plans
Planning Overview
Plan Administration
Revenue & Expense Planning
Workforce Planning
Balance Sheet and Cash 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
Guides and Checklists
How Tos
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
Sage Intacct No-Template Account Integration
Xero - Actual Import Instructions
Xero - Using Tracking Departments
Setting Up Tracking Categories in Xero
See more
Workforce
RUN Powered by ADP® (Direct Customers) - Workforce Import Instructions
RUN Powered by ADP® (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
See more
Other
Import your Business System Data with Coefficient
Import Custom Table Actuals from Google Sheets or Excel
Custom & Workforce Actuals Troubleshooting
