Your FINSYNC company profile is what allows you to:
- Set up information for tax/payroll purposes.
- Share/control user access for your team member(s).
- Set up your billing account for your FINSYNC subscription fee.
- Set up and manage your Chart of Accounts (COA).
- Set up and manage your Catalog system.
To begin setting up your profile, follow the steps outlined below:
1. Hover over the Company Profile Icon in the top right corner of the screen and select Profile Settings.
2. The landing page you are directed to will be your Company Profile page. Here you can update:
- Your business name & address
- Your contact information (both personal and business)
- Primary contact for the account
- View/Upload your Profile Documents
- Deactivate your profile
Notes:
Make sure to click to edit on the right side of each section to make changes and then click to save when finished. The save button will appear in place of the edit button once you click on it.
When clicking on the line item you are updating, make sure to click the far right where the text will appear. See the red outline on the image below:
