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      Back to home
      1. Help Center
      2. 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
      See more

      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
      See more

      Other

      • Import your Business System Data with Coefficient
      • Import Custom Table Actuals from Google Sheets or Excel
      • Custom & Workforce Actuals Troubleshooting
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