Payments
Everything you need to know about FINSYNC's payments platform covering income, expenses, and more.
- Getting Started with Payments
- Expenses and Sending Payments Overview
- Receiving Payments
- Sending Payments
Banking & Cash Flow
Discover FINSYNC's banking, accounting and cash flow management features & capabilities.
- Overview of the Banking Tab
- How to Sync When Adding Bank & Credit Accounts
- Understanding the Cash Flow Dashboard
Payroll & Projects
Find out more about FINSYNC's payroll service and project functionalities.
- Payroll Availability By State
- Required Info for FINSYNC Payroll
- How To Complete the Initial Payroll Setup
- Associate Portal Overview
Reports
Understand how to Use FINSYNC's reports and charts for visibility into your company's finances.
- General Ledger Account Types Explained
- How to Run Comparative Reports
- Locating the 1099 Report
- Reports: A/R Aging Explained
Getting Started
Just getting started? Use these articles and guides for everything you need to kick off your FINSYNC venture.
- How to Set Up & Edit Your Company Profile
- How to Set Up a Funding Account for FINSYNC Subscription Billing
- Choosing Your Sign-in Start Page
Service Partner Community
Resources for bookkeepers & accountants who serve FINSYNC users.
