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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. Hover over the Company Profile Icon in the top right corner and select Security Settings.

Security Settings

2. Select profiles from the left hand menu.

Screenshot 2025-01-10 162610

3. Find the business profile that you prefer to be your Default Profile and click the grey Star in the right hand corner.

Screenshot 2025-01-10 183723

The next time you log into FINSYNC, you will automatically load into the selected (starred) business profile. 

 

Related Articles: 

How to Create Additional FINSYNC Profiles

How to Set Up & Edit Your Company Profile

Creating a Limited FINSYNC Profile

How to Change Profile Ownership (Email & Password)