Adaptive Planning Connector experience with QuickBooks?

John Harrington's Profile
John Harrington (Principal, www.john-harrington.net)
Profile
John Harrington
Title: Principal
Company: www.john-harrington.net
| Jan 31, 2012

Does anybody have direct experience integrating the Adaptive Planning Connector to QuickBooks? What is the depth of integration (i.e., to the transaction or to a summary by time period-account-class)? What is the performance like when synching?

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Answers

Ethan Carlson's Profile
Ethan Carlson (President, Carlson Management Consulting)
Profile
Ethan Carlson
Title: President
Company: Carlson Management Consulting
| Feb 3, 2012

Hi John,

I imstalled this connector when I was the CFO at Hayes Management Consulting. It was a great tool and worked very well to bring actuals over on a scheduled basis (we did daily) from QB to Adaptive. We brought data over at the account/period/dept level, however, now Adaptive does support transactions as well.

Overall, great tool and a nice value add to the overall planning tool. Please send me a note if you want to discuss further.

Thanks, Ethan

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