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: 

To edit the default business account, follow these steps:

1. Click on the Company Profile Icon in the top right corner of the screen. 

2. Click on Manage Profiles

3. Mouseover the business profile that you prefer to be your Default Profile and click the Star. The next time you log into FINSYNC, you will automatically load into the selected (starred) business profile.