The Business Plan Shop makes your
QuickBooks data actionable

The Business Plan Shop helps QuickBooks users easily forecast growth using their accounting data as a budgeting base, track actuals vs forecast and more.

best apps for quickbooks integration: The Business Plan Shop

Connecting QuickBooks to The Business Plan Shop lets you:

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Build the medium-term financial forecasts you can't do with QuickBooks

The Business Plan Shop offers advanced financial forecasting capabilities

QuickBooks offers simple short-term budgets and cash flow tools which are helpful but don't allow you to project your business' performance over the medium term or model complex financial elements.

As a business owner you're in it for the long run, therefore you need a tool that allows you to plan business growth and financing requirements over a longer time horizon. That's where we come in!

The Business Plan Shop enables you to build financial forecasts spanning 3 or 5 years. Each forecast is complete - containing a profit and loss statement, balance sheet and cash flow forecast with monthly and yearly details.

Combining The Business Plan Shop with QuickBooks let you build more accurate forecasts faster, we'll use your QuickBooks data as a budgeting base (so that you don't have to start your forecasts from scratch) and our best in class forecasting tool will enable you to accurately model elements included in your chart of accounts - including complex payment terms, variable interest loans and fixed assets purchases.

long term financial forecasting software for quickbooks user: balance sheet

Create and compare scenarios to be prepared for all eventualities

Model best case and worst case scenarios in just a few clicks

Should I invest in a new asset? Can I afford to hire more staff?

It's difficult to make such decisions when you don't know the impact that they'll have on your business' finances.

The Business Plan Shop's scenario analysis tool removes any guesswork and lets you model each outcome so that you can make data-driven decisions:

Instantly view the impact of business decisions on all three of your financial statements (P&L, balance sheet and cash flow forecast)

Reduce risk further by modelling best case, worst case scenarios and more

The Business Plan Shop's cash flow forecasting software for quickbooks users
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Compare actuals in QuickBooks vs. forecast in The Business Plan Shop

The Business Plan Shop makes it easy to maintain an up-to-date forecast

Businesses evolve in a rapidly changing environment in which regular forecast updates are required to keep them relevant.

Comparing your actuals to your forecast lets you identify where your business stands and make the necessary adjustments so that you can maintain visibility on what lies ahead.

These insights will also help you budget with greater accuracy in the future.

Syncing your QuickBooks account to The Business Plan Shop means that:

Your historical data will automatically be integrated into our software, letting you compare it to what was planned in your forecast

Draw conclusions from where you are vs. what you had planned to adjust your forecast for future months and maintain visibility on where your business is headed

comparing actuals vs forecast in The Business Plan Shop using Quickbooks data

Analyse historical financial data from QuickBooks and set targets for your KPIs

The Business Plan Shop makes KPI tracking and trend analysis easy

Want to track sales growth, return on investment or even your business' liqudity? Our system-defined KPIs let you set targets and monitor these and many other important financial ratios with ease. This way you can be sure that your business is heading in the right direction.

Alternatively, build your own financial, non-financial or even hybrid (mix of financial and non financial) ratios with our easy-to-use KPI builder. 

Our trend editor enables you to create vibrant charts using data from both your historical financial data from QB and financial forecast created on The Business Plan Shop. Spot trends in your data and use these insights to assist business-related decisions.

Tracking key performance indicators in The Business Plan Shop's financial dashboard software using Quickbooks data
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Create professional business plans to help secure financing

Write robust business plans covering all bases in no time

The Business Plan Shop lets you write complete business plans, hassle-free:

Each section of our business plan includes instructions and examples helping you carefully consider every aspect of your business, whilst letting your power through your plan with confidence.

Choose from our dozens of business plan templates to help provide inspiration or use as a starting point for your own plan. Each template contains a three-way financial forecast and a complete written plan.

Your financial forecast is integrated into your business plan and as a result will automatically update each time your numbers change. This way, your business plan will always remain accurate and up-to-date.

Easily export your business plan in PDF or Word format, ready to be shared with lenders or investors. You'll receive a professional document with both the formatting and table of contents done for you!

business plan template for quickbooks user: text editor in The Business Plan Shop's business planning software

Use our accounting data as a budgeting base to create forecasts

With The Business Plan Shop, you won't have to build forecasts from scratch

Connecting your QuickBooks account to The Business Plan Shop enables you to build new financial forecasts with ease

Our accounting and reporting tool will use your last 12 months of historical data as a budgeting base and automatically populate your opening balance sheet with existing assets, equity and liabilities.

Need to amend any numbers or add new assumptions? All you have to do is adjust the relevant figures in our financial forecasting software and your set of financial statements will automatically update as will your business plan. This saves you having to make manual changes, reducing the probability of mistakes.

The Business Plan Shop's budgeting and forecasting tool using Quickbooks data to create new forecasts in seconds

500,000+ entrepreneurs have already used The Business Plan Shop

The software is very easy to get started with and allows you to be involved in your financial forecast. The support is also excellent, for any question an expert answers within a day.

Sandrine F.

A simple solution that's easy to get started with. The examples and explanations in each section are coherent and useful. The system is intuitive and enables you to draft your business plan with peace of mind!

Michael F.

You went beyond my expectations - especially when I noticed that you maximized the level of detail by outlining my project' strong points and causes for concern in the forecast analysis "dashboard".

Hervé A.

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Try The Business Plan Shop For Free

There’s only one way to make up your mind about a new service - by trying it out for free. So we’re offering a free trial run on our platform for 7 days.

Sign up for a free trial today

No credit card required & no commitment.

Learn more about The Business Plan Shop

Start your free trial

7-day free trial. No credit card required.

Frequently Asked Questions

How do I sync my QuickBooks data with The Business Plan Shop?

It just takes a few clicks to sync your accounting data from QuickBooks to The Business Plan Shop.

Follow the step by step instructions in this knowledge base article to help connect your accounting software with The Business Plan Shop

What are the benefits of syncing my QuickBooks data with The Business Plan Shop?

Connect your accounting data to The Business Plan Shop with ease:

The main benefits in doing so are:

  • It's much quicker than manually importing financial data (as a CSV) into our software
  • Use your QuickBooks accounting data as a budgeting base to create new forecasts with ease
  • Track your actuals vs your forecast (created in The Business Plan Shop) and instantly view which areas your business is underachieving and overperforming in
  • Set KPI targets and track them using our financial dashboard (both historical and forecasted data)
  • Create vibrant trends to analyse your historical data in greater detail to help with business decision-making.
  • You won't have to make any manual updates to your data - our software automatically pulls in the latest numbers for you
How does the free trial work?

The free trial enables you to try the software for free during 7 days in order to verify that it meets your requirements before buying.

Some features are limited during the free trial:

  • You can only create one business plan
  • The financials of the first year are visible, data for other years are hidden
  • You can export your plan in PDF but not in Word or CSV
  • No access to our business plan templates

You can create your account and start your free trial here.

How much does The Business Plan Shop cost?

The Business Plan Shop offers different plans.

Our prices vary based on whether you are a small business or a financial advisor, the size of your business and how many companies and forecasts you need to create.

All our plans include our QuickBooks integration.

Please visit our pricing page to learn about this in more detail.

Can I collaborate with my team or accountant in The Business Plan Shop?

Yes, you can invite multiple users to work on a plan, forecast or report at the same time.

Is The Business Plan Shop the best accounting and reporting tool for QuickBooks users?

The Business Plan Shop is arguably one of the best accounting and reporting tools for QuickBooks users because:

  • We let you mirror most elements included in your QuickBooks chart of accounts to ensure that you're able to map out your business structure accurately
  • We automatically pull in your QuickBooks data so you won't have to manually import accounting data
  • Our financial forecasting tool lets you build complete, three-way forecasts in just a few clicks to project future growth. Medium vs long term etc
  • Our business plan software helps you write investor-ready business plans by providing instructions and examples in each section as well as business plan templates for further inspiration
  • Our financial dashboard software lets you track actuals vs. forecast & set and track KPI targets to ensure that your business is heading in the right direction 
  • We let you model different business scenarios and strategies with ease to remove any potential guesswork during decision-making
  • And more...

But you shouldn't take our word for it: try our solution for free and make your own opinion as to whether or not we are truly the best accounting and reporting tool for QuickBooks users such as you!