Data can be imported into ProForecast in 3 ways, CSV importDirect Cloud Connector or by Desktop Connector.

CSV mapping exists for Sage, QuickBooks, Xero and VT Transact. If the file does not work or the accounts package is not in this list contact ProForecast support and give them a copy of the CSV file and support will re-map the master file. Support will complete this within 1 working day. CSV Import is free.

Direct Connectors, Xero and QuickBooks connectors are free. Sage 50 and 200 direct cloud connectors have to be purchased, see ‘Integrations’ in the pricing section for details.

The Desktop Connector is a bridging app which needs to be downloaded and installed on your desktop for the imports to work, these connectors have to be purchased. A separate Desktop Connector is required for each forecast, see ‘Integrations’ in the pricing section for details.

The app is only required for the import of data from your accounting package. Once your data is in ProForecast, it is accessible on any device you use to login to your ProForecast account.

Desktop Connectors will work with the following accounting packages: –

  • Accounts IQ
  • Free Agent
  • Iris
  • Kashflow
  • Mamut
  • Microsoft Dynamics
  • NetSuite
  • Pegasus
  • Sage 1
  • Sage 200
  • Sage 50
  • Sage Intacct
  • SAP Business One

sage xero intuit quickbooks Excel

Financial Reporting