Login to myplan On the myplan dashboard screen, choose the Data Management option on the left side of the panel. On the landed screen, you can find the “Disconnect” button. Click it That’s it! You have successfully disconnected your QuickBooks account from myplan
Category: myplan
Dashboard
The Dashboard is the first screen you will see when you login successfully. Below you will find details about the menu and the items seen above. Dashboard – Gives you over cash flow, plan variances, expense and profit & loss.Click here for more information about the Dashboard. PlanData – This screen allows access plan data […]
User settings
In user settings user will be able to update user profile and also additional user can be invited into myPlan in user management. User Profile How to get there! To update user profile in myplan, click on Settings > User settings > User profile In user profile email id and phone number will be updated […]
Business profile
Information related to the business can be updated in business profile. These information’s can be updated in general details, address details and accounting details. How to get there! To update business profile, click on settings > business settings > business profile General details Here user canenter the general information of the business, Like entering the […]
User Management
Additional users can be invited into myplan. Inveited users will have complete access to myplan. How to get there! To invite additional user in myplan, click on settings > user settings > user management By default registered user will be created as primary admin in user management. Any additional user created in myplan it will […]
How to generated free selected report
Free selected report which shows data for the selected account. How to get there! To generate Free selected, click on reports and select the free selected from the template. How to create free selected report To generate free selected report, select the time from the dropdown and choose the version from the list and select […]
How to generated balance sheet report
Balance sheet is a financial statement which shows company assets, liabilities, equity. This is one the important reports because it shows the company assets, liabilities and equity for the given period of time and which in turn it shows the company financial status. How to get there! To generate balance sheet, click on reports and […]
How to generated profit & loss report
Profit and loss is financial report that shows company’s revenues and expenses for mentioned specific period of time. This report is one of the four major reports it shows company’s net profit or loss for a mentioned specific period of time and it is also known as income report How to get there! To generate […]
How to generated cash flow report
This is another important report because it shows company liquidity position. Amount of cash which the company receives from customers or pays out to creditors is known as cash flow. This is another important report because it shows company liquidity position. You can analysis from the where the money is coming in and where it […]
Data management
Data can be imported into myplan in data management. Data for Chart of accounts, transactions, time and version can be imported to myplan in data management. How to get there! To import data management, click on settings > business settings > data management How to import data management Select the record type from the drodpdown […]