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John Harrington's headshot
John Harrington Principal

Adaptive Planning Connector experience with QuickBooks?

Asked on Sept. 19, 2013

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?

Answers

Ethan Carlson's headshot
Ethan Carlson President • February 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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