Banking & Cash Flow
Payroll & Projects
Service Partner Community
Lender Partner Community
How to Switch Your Default Business Profile
FINSYNC users that own or have access to Company Profiles (and sets of books) can select which company they prefer to have as the default for when they log in.
To set your Default Business Profile, follow the steps outlined below:
1. Mouse over the Company Profile Icon in the top right corner and select Account Settings.
2. Select profiles from the left hand menu.
3. Find the business profile that you prefer to be your Default Profile and click the Star in the right hand corner.
The next time you log into FINSYNC, you will automatically load into the selected (starred) business profile.